The Bookkeeping Starter Pack

Perfect for new business owners and entrepreneurs who want simple, clear steps to build strong accounting processes from the start. This free download walks you through our most highly recommended systems, including accounting software, EIN setup, business banking, receipt management, cloud storage, and spreadsheet tools. We created this so you can stay organized, compliant, and confident as you grow.

Inside, you’ll learn why cloud-based accounting software is one of the most powerful early investments you can make, how to efficiently apply for an EIN, what to consider when choosing a business bank, and how to build strong documentation habits that protect you in the event of an audit. You’ll also get guidance on setting up a scalable digital file system and choosing the spreadsheet software that will best fit your operational workflows.

Includes recommendations for:

• Accounting platforms

• Business banks

• Receipt management tools

• Cloud storage and file organization

• Spreadsheet software

Instant download. Minimalist and simple to follow. Accountant-approved.