Set up your books right in one afternoon.
The Small Biz Books Starter Kit is the checklist, the categories, and the spreadsheets a bookkeeper would set up for you — written in plain English, ready the moment you download it.
4 files · PDF + Excel · works with QuickBooks, Wave, Xero, or a spiral notebook · yours forever
What's inside
Four files. No course to sit through, no app to learn. Print the checklists, open the spreadsheets, start.
Monthly Close Checklist
26 tasks in 5 sections — bank & cards, categorization, reporting, payroll & sales tax, housekeeping. Fifteen quiet minutes a month keeps your books honest.
Where Does This Expense Go?
A plain-English categorization cheat sheet — including the four mistakes almost every owner makes (the credit card payment trap is #1).
Chart of Accounts Starter
39 suggested accounts, each with a "what goes here" column in plain English, plus a starting-balances sheet so day one is a clean day.
Income & Expense Tracker
Dropdown categories, automatic totals by category and by month. You enter the rows; the math does itself.
Who this is for (and who it isn't)
Honesty first: a $19 kit is not a bookkeeper. Here's how to tell which side you're on.
This is for you if…
- You're doing the books yourself and want them done right, not perfect.
- You're starting out and can't justify a monthly service yet.
- Your books are basically fine but the month-end part always slips.
- You want a professional's system without a professional's invoice.
Hand it off instead if…
- You're already behind by months, not weeks.
- Books time keeps losing to actually running the business.
- You dread tax season because of your records.
- You'd rather spend the afternoon on anything else. Truly.
The honest part
If you buy the kit and realize DIY bookkeeping isn't your thing — good. That's useful information, and it cost you twenty-seven dollars to find out instead of a season of dread.
Talk it through with a real bookkeeper, free, no pitch attached:
Schedule Free 30 Min ConsultationQuestions people actually ask
What format are the files?
Two PDFs you can print or keep on screen, and two Excel workbooks that also open in Google Sheets. Everything works with whatever you use now — QuickBooks, Wave, Xero, or nothing at all yet.
Is this tax advice?
No. It's record-keeping help, and every file says so. Deduction questions, depreciation, and entity stuff belong with your CPA or tax preparer — the kit tells you exactly when to hand those off.
What if I get stuck?
Every file footer has a link to book a free 30-minute consult. Stuck owners are our favorite kind of email.