Bookkeeper Group

Keeping it Real

Small Business Starter Pack

Taxes

Build a Clean Financial Foundation from Day One

Starting a business is exciting, but the administrative burden can quickly become overwhelming. The Small Business Starter Pack is designed to take the guesswork out of your early-stage finances. It provides a simple, structured way to organize your records, ensuring you stay compliant and informed without needing a degree in accounting.

This bundle is your "Crawl" stage toolkit—essential for survival, tax readiness, and peace of mind.

What's Inside and Why It Matters

We have curated the essential templates every small business needs to operate legitimate, audit-ready books.

Core Organization Tools

  • Expense Categorization Guide: Stop wondering "Is this deductible?" This guide helps you sort transactions into the right "buckets," ensuring your tax filings are accurate and defensible.
  • 1099/W-9 Vendor Tracker: Avoid the January panic. This tracker helps you collect W-9s upfront and monitor which contractors need a 1099, saving you from potential IRS penalties.
  • Mileage Log: For many small business owners, their car is their office. This log ensures you capture every deductible mile (a "compliance perk" that puts money back in your pocket).

Monthly Management & Review

  • Monthly Close Checklist: A step-by-step guide to "locking" your month. It ensures you haven't missed any income or double-counted expenses before you print your reports.
  • Basic Reconciliation Templates: The "truth serum" for your books. These templates help you match your records against the bank's, catching errors and preventing fraud.
  • Simple Financial Review Template: A plain-language summary of your performance. It helps you answer the big questions: "Did I make money?" and "Where did the cash go?"

Ecommerce & Compliance Add-ons

  • Sales Tax Liability Tracker (Ecommerce): If you sell online, sales tax can be a nightmare. This tracker keeps you organized so you don't accidentally spend money that belongs to the state.
  • Processor Payout Reconciliation (Ecommerce): Amazon or Shopify deposits rarely match your daily sales exactly due to fees and timing. This tool bridges that gap.
  • Expense Reimbursement Policy: Establish clear rules for when you (or employees) spend personal funds on business items, ensuring clean separation of finances.
  • Year-End Close Checklist: Your roadmap for a stress-free tax season, guiding you through the final steps to wrap up the year.

Is This Bundle Right for You?

This pack is specifically designed for:

  • New Businesses: You've just incorporated and want to set things up "the right way" before bad habits form.
  • DIY Bookkeepers: You handle your own finances and need a reliable system that is better than a shoebox of receipts but simpler than enterprise software.
  • First-Time Founders: You are an expert in your product or service, not in finance. This pack acts as your translation layer.

Piggy Bank

Investment & Value

Suggested Pricing: $59 - $89

Think of this as an investment in your peace of mind. For less than the cost of one hour with a CPA, you get a complete system that can save you thousands in missed deductions and tax prep fees.

Upsell Opportunity

Mastered the basics? As your transaction volume grows, consider upgrading to our Monthly Close Pack or Cleanup Toolkit to handle increased complexity.