KNOW YOUR NUMBERS
Set Up Your Bookkeeping
Get your money organized from day one so you always know what you made, what you owe, and what is actually left.
What it solves
Mixed accounts and a shoebox of receipts leave you guessing what you made and what you owe. This guide is for owners setting up their books, ideally from day one. You separate business from personal, pick one simple tool, set fewer than 15 categories, and build weekly and monthly habits that keep your numbers current.
What this is worth: A bookkeeper plus a fractional CFO runs $2,000 to $4,000 a month.
What is inside
- A clean split: all income into the business account, all costs on the business card.
- A tool choice step with bank connection, where a good spreadsheet still counts.
- Starter categories by service, plus expense buckets for materials, labor, tools, marketing, and overhead.
- A 15-minute weekly habit for categorizing transactions and filing receipts.
- A monthly review of income, expenses, and profit compared with last month.
One time
Instant download with a copy-paste AI prompt. Yours to keep.
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Questions, answered
No. The file says a clean tool or even a good spreadsheet beats a shoebox of receipts. Pick one, connect your bank so entries import, and stick with it.
The rhythm is about 15 minutes a week to categorize new transactions and file receipts, plus a monthly look at income, expenses, and profit. That replaces a panicked weekend at tax time.
Keep it under 15 to start: income categories by service and expense buckets like materials, labor, tools, marketing, and overhead. A short list makes decisions easier and keeps your books simple to maintain.
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