Resources · Checklists
Free accounting & QuickBooks checklists.
Practical, free checklists from a Certified QuickBooks ProAdvisor — the exact steps for monthly close, year-end, setup, and compliance. Six in all, the same steps we run on client files, in plain English. Free to use, no email wall. Independent firm — not Intuit.
Led by a Certified QuickBooks ProAdvisor · Independent · not Intuit · Free to use · no email wall
Six free checklists, the exact steps.
These are the practical, free checklists a Certified QuickBooks ProAdvisor actually use — the exact steps for monthly close, year-end, QuickBooks setup, business startup, 1099s, and sales tax. There are six checklists in all, grouped by what you’re trying to get done: keeping the books current, starting a file or a business right, and staying on top of compliance. They’re free to use — no email wall, no sign-up, no catch — because a checklist that’s genuinely useful is worth more to us than your email address. We’re an independent bookkeeping and advisory firm led by a Certified QuickBooks ProAdvisor — not Intuit. If you’d rather we run these steps on your real file, a free file review is the place to start.
Keep the books current.
The recurring rhythm that keeps your file accurate and CPA-ready.
Monthly bookkeeping checklist
The exact steps for a clean monthly close — categorize transactions, reconcile every account, review AR and AP, and check the P&L before the month is locked.
Monthly close checklist →Year-end checklist
Everything that has to be true before the year is closed — reconciliations, 1099 prep, fixed assets, owner accounts, and the handoff package your CPA or EA needs to file.
Year-end checklist →Start the file right.
Get the foundation correct so cleanup never becomes inevitable.
QuickBooks setup checklist
How to stand up a new QuickBooks Online file the right way — chart of accounts, bank connections, products & services, sales tax, and the settings that decide whether reports work later.
QuickBooks setup checklist →Business startup checklist
The financial steps every new business should take — entity and EIN, business bank account, bookkeeping system, recordkeeping habits, and the compliance basics that are easy to miss.
Business startup checklist →Stay on the right side of filings.
The deadlines and steps that keep you out of penalty territory.
1099 checklist
Who needs a 1099, how to collect W-9s, the box-by-box basics, and the filing deadlines — so contractor reporting is done right and on time, not in a January scramble.
1099 checklist →Sales tax checklist
How to figure out where you have nexus, register, collect at the right rates, and file on time — the steps that keep sales-tax automation honest and the returns accurate.
Sales tax checklist →Checklist questions.
Are the checklists free?
Do I need to give my email?
Who made these checklists?
Can you do these for me?
Are you affiliated with Intuit?
How often should I actually run these?
Rather we ran them?
We'll run these checklists on your real file.
Get a free QuickBooks file review or book a discovery call. We'll look at how your books and your QBO file are set up against the steps in these checklists, and show you exactly where attention is needed. No pitch.
TechBrot is an independent bookkeeping and advisory firm — not a CPA firm (no audits, reviews, compilations, or income-tax filing) and not an Intuit affiliate. QuickBooks and Intuit are registered trademarks of Intuit Inc.