Small Business DIY Bookkeeping Starter Kit

Take the guesswork out of bookkeeping with this 61-page digital starter kit designed for small business owners who want cleaner books, better financial organization, and more confidence managing their numbers.

Whether you’re doing your own bookkeeping, preparing to hire a bookkeeper, or trying to better understand your finances, this toolkit was built to help.

WHAT’S INCLUDED:

61-page Bookkeeping Starter Guide

Chart of Accounts Templates

Printable Bookkeeping Checklists

Bookkeeping Cheat Sheet Bonus Resources

Inside you’ll learn about:

• What bookkeeping really is and why it matters

• How to keep business and personal finances separate

• Expense tracking and payment processors

• How to build or clean up a Chart of Accounts

• How to read financial reports

• Cash vs accrual accounting

• Budgeting vs forecasting

• Estimated taxes and year-end prep

• Job costing and class/location tracking

• Tracking income and expenses

• Deductible expense basics

• Building a bookkeeping routine

• Daily, weekly, monthly and quarterly bookkeeping tasks

• Accounting software basics

• Common bookkeeping red flags to avoid

PERFECT FOR:

• Small business owners

• Freelancers and service providers

• Etsy & Shopify sellers

• DIY bookkeepers

• New entrepreneurs

IMPORTANT DOWNLOAD NOTE:

This product is delivered as a ZIP file. After download, unzip/extract the folder to access all included files.

Because the guide is provided in three PowerPoint sections, please download and review all three parts in order:

1. Bookkeeping Basics Part 1  

2. Bookkeeping Basics Part 2  

3. Bookkeeping Basics Part 3

Bonus templates and checklists are included separately.

If you are unfamiliar with ZIP files:

• On Windows: Right-click the ZIP file and select “Extract All”

• On Mac: Double-click the ZIP file to unzip automatically