Operations kits for people who work alone. Each kit is the complete set of trackers, checklists and client documents for one specific practice — built to be used on the first day and every month after.
One per profession. Each is a workbook plus the client documents that profession actually needs.
A ten-sheet workbook and five client documents for running a solo bookkeeping practice — who your clients are, what they pay you, whether you have room for another one, and what has to happen before the month closes.
A retainer is a promise about hours. This is the workbook and the five client documents that tell you, mid-month rather than afterwards, whether you are keeping it.
When a client buys a ten-session block, that money is not yours yet — you owe them ten sessions. This is the workbook that tracks what you owe, and the four documents that make your cancellation policy real.
These are spreadsheets and documents. They are not accounting software, they do not connect to your ledger, and they do not file anything. The deadline tracker ships empty because your jurisdiction’s dates are not ours to guess.
What they do is stop you rebuilding the same trackers every year, and show you the two or three clients who are quietly costing you money.
Works in Excel, LibreOffice, and Google Sheets. Documents are PDF.
Written for the same reader the kits are: one person running a practice alone. No sign-up, nothing withheld.
Kit 04 — in the works.
Buyers of any kit get told first, and get a discount.