your free diy bookkeeping checklist is here
Bookkeeping doesn’t have to feel overwhelming, but it does need to be consistent. This free DIY Bookkeeping Checklist is designed for busy moms running businesses so you can stay organized without adding stress to your already full plate.
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meet jessie
Hi, I’m Jessie, mom of two and founder of Cash Flow Mama and Oak and Ledger. I help moms and small business owners simplify bookkeeping so they can focus on what matters most… family, freedom, and growth.
what's in our diy bookkeeping checklist?
Stay consistent and confident with a simple routine that keeps your business finances clear, organized, and stress-free.
Here’s what you’ll find inside:
• Daily Tasks — Quick habits to stay on top of receipts, invoices, and spending before it piles up
• Weekly Tasks — A simple rhythm to review transactions, check cash flow, and stay aligned with your goals
• Monthly Tasks — End-of-month steps for reconciling accounts, reviewing reports, and planning for next month
ready to finally feel confident in your bookkeeping?
Grab your free DIY Bookkeeping Checklist and start building a routine that works for you.
why consistency matters
Mama, we know our children thrive on routines, and your books do too.
When you show up for your finances regularly, everything feels lighter. No more last-minute stress before tax time or wondering where your money went. A few minutes a day, a focused check-in each week, and one monthly review are all it takes to stay in control and confident.
Consistency is not about perfection. It is about progress. The more you practice, the easier it becomes to see what is working, spot what is not, and plan for what is next. This checklist was designed to help you build that rhythm so bookkeeping feels simple, natural, and part of your routine.