✅ Checklist

Simple Accounting Routine for Creatives

A beginner-friendly checklist to help creatives manage daily income and expenses, organize receipts, reconcile accounts monthly, calculate basic sales tax, and prepare annual tax documents.

📂 Finance

📖 Why this checklist?

Managing your finances can be daunting, but with this simple checklist, creatives can easily track income and expenses, organize receipts, calculate sales tax, and prepare for tax season without the need for complex tools or professional services.

📝 Your Step-by-Step Checklist

Check off each item as you achieve your goals

Daily Income and Expense Tracking

Record all income and expenses every day using a simple spreadsheet or a free app like Wave or Mint. Categorize expenses to streamline monthly reviews.

Monthly Account Reconciliation

At the end of each month, match your recorded transactions with your bank statements to ensure accuracy. Investigate and correct any discrepancies.

Receipt Organization

Keep all receipts organized by month using a folder or an envelope. Consider using a free app like Expensify to scan and store digital copies.

Basic Sales Tax Calculation

Determine your sales tax obligations by reviewing sales in taxable jurisdictions. Use a simple online calculator or consult your state's tax website for rates.

Annual Tax Document Preparation

Compile all income and expense records, receipts, and sales tax calculations into one folder. Consider using free tax preparation software like TurboTax Free Edition to assist with filing.

💡 Pro Tips

Additional tips for better results

Set a Daily Reminder

Set a daily reminder on your phone or calendar to update your income and expense records to avoid falling behind.

Use Cloud Storage

Utilize cloud storage like Google Drive to back up your spreadsheets and scanned receipts for easy access and security.

Automate Where Possible

Link your bank accounts to a free financial app to automatically import transactions and reduce manual entry.

📄 Checklist as PDF

Download the complete checklist as PDF and print it or edit it digitally.

📥 Download PDF

🚀 Ready for More Organization?

Charmwerk Studio helps you organize all your creative projects and market them successfully.

✨ Get Beta Access