Free download
Bookkeeping startup kit
Chart of accounts starter, monthly close rhythm, and the reports every founder should review, so your books stay decision-ready.
Get the kitWhat’s inside
Built for busy operators
Get the kitClean books are the foundation for tax prep, fundraising, and day-to-day decisions. This kit gives you a lightweight system you can run yourself or hand to a bookkeeper.
If you already use QuickBooks or Xero, map the starter chart to your existing accounts rather than rebuilding from scratch.
- Starter chart of accounts for service businesses
- Monthly close checklist (reconcile → review → report)
- Which reports to look at every month
- How to separate personal and business spending
More resources
Keep building your toolkit
The small business tax checklist
A practical guide covering quarterly estimates, deductible expenses, entity considerations, and year-end planning, everything you need before tax season hits.
Quarterly estimated tax guide
How to set safe harbor estimates, avoid underpayment penalties, and align payments with your cash flow, without overpaying all year.
Year-end prep checklist
Close the books with confidence: accruals, fixed assets, payroll summaries, and the documents your advisor will ask for in January.