Small Business Kit
The bookkeeping workbook, the prompt book, and the assistant skills that keep a small business's books current, in one download.
- A monthly P&L that builds itself, with tax set-aside and a mileage log
- 120 tested prompts for pricing, customers, money, paperwork, and hiring
- The assistant writes rows in the workbook's column order
Instant download after checkout. Sales tax, where it applies, is added at checkout.
- Files
- One ZIP: blank + example .xlsx, 76-page prompt book PDF, prompt library .xlsx, companion .zip, plugin .zip, 10-page PDF guide
- Made for
- Microsoft Excel and Google Sheets; the prompt book opens in any PDF reader; the plugin installs in the Claude desktop app, claude.ai, and Claude Code
- Inside
- Small Business Bookkeeping & P&L (7 tabs), AI Prompt Book: Small Business (120 prompts), and the Bookkeeper's Assistant plugin (4 skills), each the same file sold on its own
Use this file for your own household or business. Do not resell, share, or redistribute the file or any part of it. Designed by Tally & Page with AI-assisted tools.
Features
What it does for you
- Small Business Bookkeeping & P&L: a monthly profit & loss that builds itself from your entries, with a 1,000-row transaction log
- Quarterly tax set-aside at your %, a 500-trip mileage log, and dashboard KPIs and charts
- AI Prompt Book: 120 tested prompts in 12 chapters, from pricing and finding customers to money, paperwork, hiring, and the owner's week
- A filterable prompt-library spreadsheet, plain-text prompts, and a runner plugin that asks for the fill-ins
- Bookkeeper's Assistant: turns a bank, card, or processor export into Transactions rows in the workbook's exact column order
- Closes the month against the statement, chases overdue invoices, and preps the quarter's pack for your tax professional
- Blank and filled-in example workbooks, the prompt book, the plugin ZIP, and a 10-page PDF guide with a sample month close
- Every file is the same one sold on its own, and all three products download together
How it works
From checkout to your first entry
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Buy and download
One ZIP with a folder for each product is ready right after checkout. Nothing ships.
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Open the files
Each product is the same file sold on its own: spreadsheets are made for Excel and Google Sheets; a plugin comes with a PDF guide that walks through installing it.
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Start with the examples
Read the filled-in example first, then type your own numbers into the blank copy, and ask your assistant for a skill by name.
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Questions
Before you buy
Is anything shipped to me?
No. Every template is a digital download. Right after checkout you land on your download page; bookmark it to download again later.
Can I use it for my business?
Yes, for your own household or business. Please don't resell, share, or redistribute the files or any part of them.
What if a file doesn't work?
Contact us from your order receipt within 10 days of purchase and describe what you see. We'll send a fixed file, or a refund if we can't make it work as described.
What do I need to use it?
Microsoft Excel and Google Sheets; the prompt book opens in any PDF reader; the plugin installs in the Claude desktop app, claude.ai, and Claude Code
Is it made with AI?
We design with AI-assisted tools. Before a file is listed, every spreadsheet is recalculated and checked for formula errors, and every link in a planner or guide is tested.
Is this financial, tax, or legal advice?
No. The templates help you organize your own numbers and work. For decisions about taxes, debt, or investments, talk with a qualified professional.