Your Checklist ✅
Today (15–30 min)
- Save a copy of the template
- Add your business name + month you measuring
- Key in the hours of tasks you have done in each category by responsible department
This Week (60–90 min)
- Reflect on the hours and time taken each task
- Be Honest and ask yourself if some tasks can be performed faster
- Review tasks that have “Zero Hours" this means its not getting done
- Forecast ahead and highlight tasks that will be done at month end
Every Month (30–45 min)
- Capture the "Planned Hours" for the month and Compare to the actual hours for the month
- Look out for activities that have high differences and ask why
- Tasks without any hours means there is a break which will result UNDONE WORK and BACKLOG
- Email your completed list to me - You have done an activity 90% of business owners ignore.
Very Important: Free vs Paid (read this before you go further)
The free template is designed to work well for simple small businesses—especially when you’re starting out.
As your business grows (more bank accounts, more payment processors, more transactions, more complexity), the Paid Blueprint + Course becomes the smoother long-term solution. sections to build cohesive layouts quickly and efficiently.
Free Template vs Paid Blueprint + Course
| Feature | FREE Bookkeeping Blueprint Template | PAID Blueprint + Course |
|---|---|---|
| Best for | Simple small businesses with low–moderate volume | Growing businesses that want speed + confidence + structure |
| Bank accounts | Works best with 1 Bank Account | Built to handle multiple bank accounts cleanly |
| Setup help | Short setup video | Full step-by-step course (start to monthly close) |
| Categorization rules | Basic Short of Accounts | Complete List of Accounts + examples to reduce mistakes |
| Support | Self-serve | Live Q&A access + guided implementation Weekly |
| Templates & extras | Core template only | Bonus resources (workflows, examples, upgrades) |
| When it starts to feel hard | When you add more accounts, volume increases, or you fall behind | Designed to stay manageable as complexity grows |
⭐ Upgrade Option: Bookkeeping Blueprint + Full Course
What you get:
- The upgraded template (built for growth)
- Step-by-step training (setup → weekly workflow → monthly close)
- Implementation guidance so you don’t second-guess categories
- Live Q&A option so you can ask questions before and during setup
See the paid version here
No need to Save this, each week I will share a snippet and check on your progress.