The Bookkeeping Starter Kit

Simple, Stress-Free Systems for Small Business Finances

Product Description

Running a business shouldn't mean drowning in receipts, missing tax deadlines, or spending hours trying to figure out where your money went. The Bookkeeping Starter Kit gives you a clear, organized system to manage your finances with confidence—no accounting degree required.

This kit includes everything you need to keep your books clean, compliant, and audit-ready:

✓ Monthly Bookkeeping Checklist – Know exactly what to do each month to stay on track
✓ Expense Categorization Cheat Sheet – IRS-compliant categories that make tax time simple
✓ Document Retention Guidelines – Know what to keep, where to store it, and for how long

Whether you're a solopreneur managing your first year of business or a small business owner tired of financial chaos, this kit removes the guesswork and gives you a system that actually works.

Who This Is For

• New business owners who need a simple starting point for bookkeeping
• Solopreneurs managing finances without a bookkeeper or accountant
• Small business owners who want to stay organized and tax-compliant
• Anyone who's ever felt overwhelmed by receipts, expenses, and financial paperwork

What You'll Get

A professionally designed 6-page PDF that includes:

1. Monthly Bookkeeping Checklist – A step-by-step guide covering transaction review, reconciliation, reporting, and tax preparation tasks
2. Expense Categorization Cheat Sheet – Clear categories for advertising, software, meals, travel, professional fees, and more—all IRS-compliant
3. Document Retention Guidelines – Exactly how long to keep tax returns, receipts, contracts, bank statements, and payroll records

Why You Need This

Most small business owners don't fail because of bad ideas—they fail because of messy finances. When you don't know where your money is going, you can't make informed decisions. When your records are disorganized, tax season becomes a nightmare. When you're missing key documents, an audit can put you out of business.

This kit solves all of that.

You'll know:

• Exactly what financial tasks to complete each month
• How to categorize expenses correctly (no more guessing)
• What records to keep and for how long
• How to stay audit-ready without stress

It takes 30-60 minutes per month to use this system. That's it. No complex software. No expensive bookkeeper (yet). Just a clear, repeatable process that keeps your business finances organized and compliant.

What Makes This Different

This isn't generic advice pulled from Google. This kit was created by Jessica Loffa, who holds a Master's in Accounting and spent a decade managing financial systems at Fortune 500 companies, including WWE, L'Oréal, and Hess Corporation.

She's seen what breaks businesses—and what keeps them running smoothly. This kit distills that knowledge into a simple, actionable system designed specifically for small business owners who need clarity, not complexity.

How to Use It

1. Download the PDF (immediate access after purchase)
2. Print it or use it digitally
3. Set aside 30-60 minutes at the end of each month
4. Follow the checklist, categorize your expenses, and store your records properly
5. Stay organized, compliant, and confident

Investment

$27

For the price of a business lunch, you get a system that protects you from costly mistakes, saves hours of confusion, and gives you the financial clarity every business owner deserves.

Frequently Asked Questions

Q: Do I need accounting software to use this?
A: No. This kit works with QuickBooks, Google Sheets, Excel, or pen and paper. It's system-agnostic.

Q: I'm brand new to business. Will this work for me?
A: Yes. This is designed for beginners. If you can follow a checklist, you can use this system.

Q: What if I already have a bookkeeper?
A: This kit helps you understand what your bookkeeper is doing and ensures nothing falls through the cracks. It's also a great onboarding tool if you're hiring someone new.

Q: Is this specific to U.S. businesses?
A: Yes. The expense categories and retention guidelines follow IRS standards for U.S. businesses.

Q: Can I share this with my business partner?
A: This is for personal use within your business. If multiple people need it, please purchase additional copies.

Ready to Get Organized?

Stop guessing. Stop scrambling. Start running your business with the financial clarity you deserve.

Download The Bookkeeping Starter Kit now.

© 2026 Jessica Loffa. All Rights Reserved.