New to Bookkeeping? Start Here.
Get Your Free Monthly Bookkeeping Toolkit
You started a business to do what you love. But keeping track of income, expenses, and financial records can feel like a job of its own. I’ve put together a collection of simple tools to help you get organized, understand your numbers, and build a bookkeeping routine you can stick with.
You don’t need an accounting degree. You just need a place to start.
What’s Inside Your Starter Kit?
You’ll get practical tools you can start using right away.
- Mini Bookkeeping Template: Get familiar with the basic parts of bookkeeping and how your business money is organized.
- Cash-In and Cash-Out Transaction Tracker: Record money coming into your business and money going out. Start building the habit of keeping track of your transactions.
- Monthly Bookkeeping Checklist: Follow a simple routine to help you stay current with your records instead of waiting until tax time.
- Common Business Expense Examples: Review examples of common business expenses and find a starting point for organizing your own expense categories.
- Three Common Bookkeeping Mistakes: Learn about mistakes beginners can make and how better recordkeeping habits can help you avoid them.
- Bonus: Bookkeeping Basics Course
Ready to learn more? Explore the next step toward understanding your books and managing your records with confidence.
Want an Easier Way to Keep Up With Your Books?
The Toolkit is a great place to begin. But once your business gets busy, tracking everything on separate worksheets can become harder to manage.
Big E-Z Books+ helps you organize your bookkeeping in one place.
- Record income and expenses.
- Import and categorize transactions.
- Keep an eye on your working cash and cash flow.
- Create financial reports to better understand your business.
You can learn at your own pace, and help is available when you need it.
Please note: The Monthly Bookkeeping Toolkit is provided for educational and organizational purposes only. It is not tax, legal, or accounting advice. Business expense examples are general suggestions and do not guarantee that an expense is tax deductible. Consult a qualified tax professional about your specific circumstances.