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Toolkits for bookkeepers and tax preparers
Run the practice from one command center for clients, monthly closes and deadlines, onboard tax clients with an intake, engagement letter and organizer kit, or start with the whole Bookkeeping Business in a Box.
Start here
ADHD Bookkeeper Command CenterClients, closes, deadlines — and your head.
$19.97See it
The rest of the kit
Add the pieces your work needs
Run Your Business
Tax Preparer Client Intake + Organizer Kit
Fillable PDF + Word + Spreadsheet
Every client starts the same way: an intake, a document checklist and a signed engagement letter, in English or Spanish, with the season tracked on one screen.
$19.97View
Run Your Business
Income Statement & P&L
Spreadsheet
True net profit, monthly and annual.
$14.97View
Run Your Business
Farm & Ranch Bookkeeping (Schedule F)
Spreadsheet
Every receipt on its Schedule F line, every animal on its record.
$14.97View
Run Your Business
Nonprofit & Church Treasurer Command Center
Spreadsheet
Your books aren't a business's books. Restricted money has rules.
$33.97View
Or take the whole set
One download, one price
5 PRODUCTS
57 FILES
57 FILES
Bookkeeping Business in a Box
Playbook, client forms, two dashboard apps, the spreadsheet and the ADHD bookkeeper command center
$157View
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Questions
What is in the Bookkeeping Business in a Box?
Five products and 57 files in one download: a playbook, client forms, two dashboard apps, a spreadsheet and the ADHD Bookkeeper Command Center.