Offlico printable checklist

Cleaner bookkeeping app checklist

Use this before choosing or changing a bookkeeping app for a self employed cleaner or small cleaning team.

Job records

• Client, address, date, service, and price are saved against each clean.
• Repeat cleans can be copied without rewriting the same details.
• Deposits, discounts, cash payments, and unpaid work are visible.

Income and invoices

• Invoices can be created from the job record.
• Payment status is easy to check before chasing.
• Regular domestic, one off, and commercial cleans can be handled clearly.

Expenses and receipts

• Supply receipts can be photographed quickly.
• Equipment, insurance, phone, advertising, training, and admin costs have sensible categories.
• Unclear or mixed use costs can be flagged for review.

Mileage

• Business miles can be logged by date, journey, client, and purpose.
• Supply runs and quote visits can be separated from private travel.
• Mileage can be reviewed weekly rather than rebuilt at tax season.

Weekly review

• Completed cleans, unpaid invoices, missing receipts, mileage gaps, and follow ups are visible in one place.
• Records can be exported or shared with an accountant when needed.