How long does this take?

Around 150 minutes end to end once the team knows the steps. Times per step are listed above.

Can I edit this checklist?

Yes. Save it to LemPlates and you can add, remove or reorder steps, assign owners and set due dates.

Run it every time the process happens and review the steps at least every six months.

finance

One hour a week keeps the books clean and the accountant cheap.

Import and categorise transactions
Clear the bank feed to zero uncategorised.
~30 min
Attach receipts
Every expense has evidence attached.
~20 min
Raise and send invoices
Same week as the work was delivered.
~30 min
Chase overdue invoices
Polite, escalating sequence with dates.
~20 min
Review upcoming bills
Anything due in the next 14 days.
~15 min
Update the cash position
Rolling 13-week forecast refreshed.
~20 min
Flag anything unusual
Duplicates, unexpected charges or missing income.
~15 min

Track every step, assign teammates, and ship faster.