Why It Matters
Owner, admin, accountant, member — who can see and do what in your workspace. Small business owners lose hours every month to work that a clear reference like this replaces. This guide is written to be scanned first and read second, so you can move fast without cutting corners.
How To Use This Guide
Skim the checklist above, then work top to bottom. Each item is written to stand alone, so you can pull the ones that apply to your setup and skip the rest. Bookmark this page and revisit it when your books, invoices, or IRA records change.
Do It Inside CheckSmith.ai™
Every step maps to a real screen in your CheckSmith.ai™ workspace — chart of accounts, invoices, reconciliations, or IRA tracking. When you are ready, open the matching module and apply what you just read.