One simple system for your business books — from today's receipt to tax-time handoff.

The Bookkeeper Ready Kit combines all three Haven bookkeeping workbooks into one complete system for small-business owners who want organized records without complicated accounting software.

Use the Income & Expense Tracker to capture what comes in and goes out.

Use the Small Business Bookkeeping System each month to review, organize, reconcile, and prepare your records.

Then use the Tax-Time Organizer to gather the documents and questions your tax preparer needs.

Instead of rebuilding an entire year of records at tax time, you work through one manageable step at a time.

Included in the Kit:

The Income & Expense Tracker

Simple day-to-day tracking for income, fees, and business spending, plus a monthly dashboard.

The Small Business Bookkeeping System

Your complete monthly bookkeeping workflow, including trackers, checklists, chart-of-accounts guidance, categorization help, and a bookkeeper handoff.

The Tax-Time Organizer

A structured place to gather tax documents, year-end information, and questions for your preparer.

Each workbook includes a START HERE tab, Quick-Start instructions, and supporting documentation.

Instant digital download. Microsoft Excel recommended.

Track it. Organize it. Hand it off. Done.

WHAT'S INSIDE (3 Microsoft Excel workbooks)

• The Income & Expense Tracker — day-to-day tracking of income, fees and spending with a simple monthly dashboard

• The Small Business Bookkeeping System — the full monthly workflow: trackers, checklists, chart-of-accounts and categorization guides, and a bookkeeper handoff

• The Tax-Time Organizer — gather documents and questions before tax prep, with a year-end checklist

• Each workbook includes its own START HERE tab plus a Read-Me / Quick-Start PDF and Terms PDF

HOW TO USE THE KIT

1. Every day/week: record income and spending in The Income & Expense Tracker

2. Every month: use The Bookkeeping System to reconcile, review and file your records

3. At tax time: use The Tax-Time Organizer to gather everything your preparer needs

Instant digital download — no physical item is shipped. Microsoft Excel recommended (opens in Google Sheets with minor differences). This is an educational bookkeeping and recordkeeping tool; it does not calculate tax, determine deductibility, filing requirements or tax liability, or provide individualized tax, legal or accounting advice. Consult a qualified professional when needed. Please save a backup copy of each original file. For your own business use — please don't resell or share.

Haven Bookkeeping & Tax · A DBA of Haven Financial