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Beginner Bookkeeper Setup Checklist
42 action items — education, tools, business formation, and marketing — in the right order. Interactive, printable PDF.
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Templates for Every Stage
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12-Week Study Planner
Week-by-week structured plan from zero to job-ready bookkeeper. Tasks, time estimates, milestones, and 4 learning phases.
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Expense Tracker Spreadsheet
Interactive tracker — add entries, get auto-totals, see category breakdowns, and a year-end tax estimate. Print as PDF anytime.
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Free
First 90 Days Roadmap PDF
Month-by-month action plan: Learn → Practice → Launch. Week-by-week tasks, milestones, and a personal tracker section.
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Free
Monthly Bookkeeping Close Checklist
35-step professional close process — gather docs, categorize, reconcile, adjust, review, and deliver reports. Includes a reconciliation worksheet.
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Bookkeeping Glossary PDF
62 terms defined in plain English with real examples. Searchable on screen, filterable by category, and printable as a full A–Z PDF reference.
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Bookkeeper Starter Spreadsheet Bundle
3-spreadsheet Google Sheets bundle: expense tracker, income log & monthly P&L. Beginner-ready with setup guide.
Expense & income tracker
Monthly P&L template
Setup instructions PDF
📋 Checklist
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$29
$49
New LLC Finance Setup Checklist
Complete 25-step checklist for setting up an LLC's full financial infrastructure — bank account, software, payroll & compliance.
Bank account & EIN setup
Software & payroll setup
Tax registration checklist
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$69
Month-End Close SOP Kit
Professional month-end close SOP used by real bookkeeping firms. Includes SOP doc, client checklist, reconciliation template & email scripts.
Full month-end SOP document
Reconciliation template
Client delivery email scripts
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$79
Cash Flow Planning Template Pack
13-week cash flow forecast + monthly cash flow statement + "Why profitable but broke?" explainer PDF. For bookkeepers & their clients.
13-week rolling cash flow forecast
Monthly cash flow statement
Plain-English explainer PDF
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12-Week Daily Task Checklist
The complete day-by-day study + practice schedule from your Word document — organized by week, with checkboxes and daily time estimates. Based on the detailed 12-week plan extracted from your training document.
Week 1: Accounting basics
Weeks 3–4: QuickBooks setup and transactions
Weeks 5–6: Monthly close + reconciliation
Weeks 9–12: Client onboarding + first client
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Phase-by-Phase Timeline PDF
Visual timeline: Phase 1 through Phase 6, with estimated weeks, what you're doing, what you need to know, and what you can promote at each phase. Printable one-page format.
Phase 1: Foundations (2–3 weeks)
Phase 2: QuickBooks (3–4 weeks)
Phase 3: Core monthly work (2–3 weeks)
Phase 6: First paying client
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Client Onboarding Checklist & SOP
5-step client onboarding process: Discovery → Access & Docs → Setup → Scope & Pricing → Kickoff. Includes discovery question list, access request email templates, and scope-setting framework.
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Bookkeeper Discovery Call Script
Word-for-word discovery call script + proposal email template. What to ask, how to listen, how to close a client without feeling salesy. Based on real bookkeeper practices.
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$19
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Bookkeeper Pricing Calculator
Google Sheets calculator: input your target income, client volume, and scope — get recommended monthly pricing per client. Stops the "I'm charging too little" trap.
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