Toolkits · Small business owners
Workbooks and kits for small business owners
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Bookkeeping Toolkit Bundle
The Month-End Close Workbook, the Sales-Channel Profit Tracker and the QuickBooks Cleanup Kit, for less than buying them one by one.
Every kit for small business owners (24)
Bundle
Business Planning Bundle
Plan the cash, set the budget, price for profit and watch the monthly numbers, in four workbooks that use the same plain method.
$79 · 4 products in one download
Bundle
Getting Paid Bundle
Most collection problems start before the job does. Quote it right, get it signed, and have the reminder letters ready if the check doesn't come.
$59 · 4 products in one download
Bundle
First Employee Bundle for New Jersey
Hiring in New Jersey comes with registrations, postings, payroll filings and a strict test for who counts as a contractor. This lays it out before the first paycheck.
$59 · 4 products in one download
Excel workbook
Month-End Close Workbook
A real month-end close in one Excel file. It tells you when a rec does not tie, which variances still need an answer, and when the period is ready to lock.
$19 · example and blank copies
Excel workbook
Sales-Channel Profit Tracker
Which channel makes you money, and which one only looks busy? Sales minus cost of goods, shipping, platform and card fees and event costs, by channel, by event and by month.
$24 · example and blank copies
Excel workbook
QuickBooks Cleanup Kit
A structured way to clean up books that got away from you, and a status page that says plainly whether they are ready for tax prep or a lender.
$29 · example and blank copies
Excel workbook
13-Week Cash Flow Forecast
List what you expect to collect and pay, and see your cash balance each week, the lowest point and when it happens.
$29 · example and blank copies
Excel workbook
Break-Even and Pricing Workbook
Enter your fixed costs and what each product or service costs and sells for, then see the sales you need and the price that reaches your target margin.
$24 · example and blank copies
Document pack
Year-End Close and 1099 Kit
Close the year cleanly, get 1099s out on time, and hand your accountant everything in one go.
$29 · Word and PDF
Document pack
New 1099 Rules Kit
Apply the right 1099 threshold for each year without redoing your vendor list by hand.
$19 · Word and PDF
Document pack
New Jersey Business Compliance Calendar 2027
One page that tells you what's due each month in 2027, with weekend dates already worked out.
$19 · Word and PDF
Document pack
Business Loan Application Packet
Walk into the bank with a complete, organized package instead of a pile of statements.
$29 · Word and PDF
Document pack
Unpaid Invoice Collection Kit
Work every overdue invoice the same way, from a polite nudge to a court filing, with a paper trail at each step.
$19 · Word and PDF
Document pack
Service Business Pricing and Quote Kit
Price from your numbers, not your competitor's, and put every job in writing.
$19 · Word and PDF
Document pack
Small Business AI Use Policy Kit
Put your team's AI rules in writing: which tools, what stays out of them and what customers are told.
$19 · Word and PDF
Document pack
Small Importer Landed-Cost Kit
Know what each imported unit really costs now that low-value shipments pay duty, and re-price when a rate changes.
$19 · Word and PDF
Document pack
Closing a Business in New Jersey Kit
Every filing that closes a business properly, in order, so nothing keeps sending you notices after you've shut the doors.
$25 · Word and PDF
Document pack
House Cleaning Business Kit
Price each cleaning from its real cost and keep every visit, payment, tip and mile in one log.
$24 · Word and PDF
Document pack
Beauty Pro Income and Tips Kit
Keep services, product sales, NJ sales tax and tips straight every week, whether you rent a booth or work on commission.
$19 · Word and PDF
Document pack
Family Child Care Records Kit
Track attendance, meals and payments in one place and hand parents the year-end numbers they need.
$24 · Word and PDF
Document pack
NJ Cottage Food and Market Sales Kit
Label every product the way the NJ rules ask and see what each market day really made.
$22 · Word and PDF
Document pack
Online Seller Payout Reconciliation Kit
Know why the deposit is smaller than the sales, platform by platform, before your 1099-K arrives.
$24 · Word and PDF
Document pack
Pet Care Business Records Kit
Every visit, mile and unpaid invoice in one place, with the pet's needs on paper before you take the key.
$19 · Word and PDF
Document pack
Personal Trainer Client Tracker Kit
See every client's sessions left, every source of pay and every renewal date without building a spreadsheet yourself.
$17 · Word and PDF
Free calculators to try first
No email and nothing to download: they run in your browser.
- Break-even calculatorSales you need to cover fixed costs
- Cash flow and burn rateHow many months your cash lasts
- Do I need to send a 1099?A quick yes or no for each payee
- 1099 deadline calculatorFiling and furnishing dates for the year
- Landed cost calculatorDuty, freight and fees on imported goods
- Late payment fee calculatorA fair late fee on an overdue invoice
Common questions
Which workbook should a new business start with?
The Bookkeeping Toolkit Bundle: the month-end close keeps the books honest, the channel tracker shows where profit comes from, and the cleanup kit fixes the file if it has drifted. Add the 13-week cash flow forecast once you have a few months of history.
Do these replace QuickBooks or Xero?
No. They sit next to your accounting software: you export a report, paste it in, and the workbook checks it, forecasts from it or explains it.
We are about to hire. What do we need?
The First Employee Bundle covers the hiring checklist, NJ employer registrations and posters, contractor-or-employee questions and the compliance calendar that follows.
Is this tax or legal advice?
No. The kits organize records and point to the official source for each rule. For a decision with real money at stake, check with your accountant or attorney.