Notion import files
SOP Library: 12 Standard Operating Procedures for a Solo Bookkeeping and Digital Services Business
The routines of a solo practice, written down once: steps, when, how you know it is done, and a change log, ready to edit and import into Notion.
$29 one time · example and blank copies · download link by email
Who it is for
Solo bookkeepers, consultants and web freelancers who want consistent work and a way to hand tasks to a helper later.
Why it is different
- Each SOP names how you know it is done.
- The tax SOPs cite the current IRS rules and tell you to check the year's instructions.
- Plain Markdown files you own and can change.
What is inside
- Client lifecycle. Onboarding, offboarding and the quality review before anything is delivered.
- Bookkeeping. Monthly close and bank reconciliation.
- Money and tax. Invoicing and collections, quarterly estimated tax, year-end and 1099 prep.
- Store and websites. Digital product fulfillment and website kickoff-to-launch.
- Operations. Data security and backups, the weekly review, and an index database.
Get it
SOP Library for Bookkeeping & Digital Services (Notion-Ready)
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Delivered as a zip of Markdown files and a CSV index you can import into Notion or open in any text editor. General procedures, not legal, tax or accounting advice. Edit them to match how you actually work. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Buy it with the others