The Solo Bookkeeper Operating Kit
A complete operating system for solo bookkeepers running 5 to 25 QuickBooks Online clients. Four modules. One repeatable workflow. Built so you stop rebuilding your process from memory every month.
Get the kit $67
You know the work. You just don't have the system.
Every month-end close starts slightly differently. Every new client, you forget one or two setup steps. Every cleanup quote, you guess. You have the skill to do excellent work, but you lose hours every week rebuilding your own workflow from memory.
Whether you built your practice after years in a firm, picked up bookkeeping as a second career, or started from scratch and figured it out client by client, the problem is the same: you know how to do the work, but you never had time to document the process around it.
This kit replaces that with a clean, reusable operating system. Four modules, one repeatable workflow, and a visual walkthrough guide. Install it once, use it every month.
What's inside
Month-End Close System
The complete 90-task close, organized in 18 phases, walked in balance-sheet order instead of top-down through the P&L. Includes a working Excel workbook with a live dashboard, a color-coded checklist for cash-basis and accrual variants, and a master recurring journal entry log you keep across all clients. Saves 20 to 30 minutes per client per month once you get used to it.
New Client Onboarding Kit
Every artifact you need from the moment a prospect says yes to the moment their first month is closed. Five welcome emails, a 43-question client information request form, a full monthly engagement letter template, a 45-minute time-boxed kickoff call agenda, a 25-item QBO setup checklist, and a 14-item week-one audit checklist that catches the problems that would otherwise ambush you in month two.
Cleanup Scoping Kit
The module that pays back the cost of the kit on your first cleanup engagement. A 60-minute diagnostic with 8 specific checks, a pricing calculator with risk multipliers tied to severity, a full cleanup engagement letter with a change-order clause for when the job is worse than diagnosed, and a rate card showing how fees move at 8 different hourly rates. Stop quoting cleanups by gut feel.
Client Communication Pack
Fifteen canned email templates for every recurring situation in a solo practice. Missing receipts, unclear transactions, year-end document requests, three flavors of price increase letter, three flavors of late payment reminder, scope creep pushback, vacation notice, new year kickoff, end of engagement offboarding, and a referral request. Install once in your email tool, save ten minutes every time one of these situations comes up.
Visual Walkthrough Guide
A 13-page illustrated PDF that walks you through every module in the kit, screen by screen. Keep it open alongside your working files. Start here if you want a guided tour before diving in.
Who this is for
This kit is built for solo bookkeepers who already know how to do the work and want a documented system so they can do it consistently. That includes:
- Solo practitioners running 5 to 25 QuickBooks Online clients who are tired of rebuilding their checklist from memory every month
- Experienced bookkeepers starting their own practice after years in a firm or corporate role
- People building a bookkeeping business as a second career or to supplement other income
- Anyone who has the skills but never had time to document the process around them
If you run a multi-bookkeeper firm, or you use Xero or Wave instead of QuickBooks Online, this version is not built for you yet. If you have never run a full month-end close on a real client, come back when you have a handful of clients under your belt. You will get the full value of this kit once you have enough experience to recognize the problems it is solving.
What you get at checkout
Common questions
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