The Ultimate Bookkeeping Workflow and Template Kit


The Ultimate Bookkeeping Workflow and Template Kit

This 25-page workflow kit helps non-bookkeepers set-up a weekly, monthly, quarterly and annual bookkeeping system. The kit provides the templates and checklists you need to get your bookkeeping handled – no fancy bookkeeping software required. 

This is for a service-based business owner who’s not ready to hire a bookkeeper quite yet. This also works for online business owners with digital products too, but isn’t really set up to deal with product-based businesses with complicated inventory systems.


  • Make bookkeeping simple? Skip the overwhelm that comes from having to “learn” bookkeeping or tackle a complicated bookkeeping software
  • Make bookkeeping affordable? If you’re not ready to hire a bookkeeper quite yet, that’s okay, this kit will help you handle your bookkeeping on your own 
  • Get your business finances organized? The checklists help you streamline your bookkeeping processes so you’re not left worrying you’re forgetting an important bookkeeping step

What’s Included…

  • Bookkeeping Spreadsheet Template – a reusable bookkeeping template you can use to track your expenses, income and profits so that you can complete your bookkeeping by yourself and without a fancy bookkeeping software
  • Bookkeeping Workflow Checklists – with the things you should be doing on a weekly, month, quarterly and annual basis so that you know exactly what you should be doing to manage your bookkeeping and when too
  • Video Walkthrough – a guided do-it-with-me tutorial that shows you how to use the spreadsheet so that you can simply follow along and pause the video when needed to get your bookkeeping handled
  • Exclusive Bonuses: Including a glossary of need-to-know financial terms, a virtual filing cabinet, monthly overhead worksheets and more!

“Imagine a Firefighter and a stay at home mom suddenly trying to run a small business on their own. It was a bit of a disaster, and then Heather of Bookkeeping Nerd saved us. I shopped around for a bookkeeper and had it narrowed down to a few. After one phone call with Heather, I knew she was the one. She is so good that I had to seek out this opportunity to leave a review. I wasn’t asked. I just need people to know that there is someone out there available to help idiots like us. Heather helped  turn everything around into a smooth operation. Heather is prompt, patient, efficient, and knowledgeable in all things. She has held my hand every step of that way and I could hug for constantly reassuring us, and being there for so many stupid questions. If two kids like us who never graduated college tackle something like this, you can too, but don’t do it without Heather.” 

– Kasha

“The financial side of my business was a mess before taking this course. I avoided looking at my numbers because I was afraid of what I would find and though it was too complicated to figure out. When I signed up for this, I knew I needed help understanding the numbers in my business, but I had NO IDEA how much of an impact this program would have on my mindset around money. Understanding Your Numbers helped me make sense of my numbers and set prices that put me on the right track for business growth. It also helped me to get a better perspective around my pricing and realize I was undercharging by a crazy amount. Having the numbers right in front of me gave me the confidence to raise my prices to finally start making a profit.  My revenue and profit has only continued to grow from there.” 

Elli Runkles, Sales + Launch Copywriter

Get Your Bookkeeping Done in Only 20-Minutes a Week!

Hi I’m, Heather - aka your guide in simplifying your bookkeeping

This is the stuff that I do for my one-on-one clients all day long (although I’ve removed the complicated bits that are unnecessary for the new business owner who’s just getting started with their bookkeeping). 

I know that not everyone is ready to hire a bookkeeper so I wanted to create a tool that would help them set up bookkeeping systems and manage their bookkeeping without needing a degree in accounting to accomplish it.

“Before going through this, I had no idea what my hourly rate should be, and I was clueless on how to handle my taxes. My business was growing, and I knew that I needed a better handle on the finance side of things to make sure I was doing everything properly. This helped me so much in raising my prices and understanding all that goes into pricing my services. I have raised my prices (twice!) since going through Understanding Your Numbers, and have so much peace of mind knowing that I have business savings in place so I don’t have to worry about the slower months. Understanding Your Numbers helped me understand my numbers and gave me the confidence to raise my prices. I now have more profit to put towards my family!”

– Erin Wheeler, Sweet Fresno Photography

Frequently Asked Questions

YES! If you’re a new business owner and your expenses and offers are straightforward, this system will help you get a handle on your bookkeeping without needing to hire a bookkeeper right away or muddle through setting up and learning a complicated bookkeeping system. 

Nope! What’s great about this system is that it gives you a template you start using right away without needing to sign up for a fancy bookkeeping software. 

Yes! If you’re already using QuickBooks Online, I have a bonus especially for you – an exclusive-to-clients-only workflow for coding your bank feeds. 

Unfortunately, no. Due to the instant access nature of this product, there are no refunds. 

“I had no clue what I was doing when it came to bookkeeping before going through this. I knew that I needed to figure out how to handle my money, and I tried using different accounting tools on my own, but it was clear that I needed some help to get things set up. This has helped me so much when it comes to making purchases in my business and setting aside money to pay myself. I used to sign up for courses or business retreats without even thinking about it. Now that I have a budget and understand my overhead expenses, I’m able to take a step back and make a decision that makes sense for my budget. It can be hard to say “no”, but it feels so good when I’m able to pay myself each month!”

– Katie Williamsen, Web Designer

Get Your Bookkeeping Done in Only 20-Minutes a Week!