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SOP Library: 12 Standard Operating Procedures for a Solo Bookkeeping and Digital Services Business
The routines of a solo practice, written down once: steps, when, how you know it is done, and a change log, ready to edit and import into Notion.
$29 one time · 14-day full refund · Word and PDF · download link by email
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Every kit and ebook downloads the moment you pay, day or night. Questions get answered after we open in the morning.
Browse the storeWho it is for
Solo bookkeepers, consultants and web freelancers who want consistent work and a way to hand tasks to a helper later.
Not the right fit if
Your work isn't bookkeeping, consulting or digital services, or you want procedures someone else will customize for you.
Why it is different
- Each SOP names how you know it is done.
- The tax SOPs cite the current IRS rules and tell you to check the year's instructions.
- Plain Markdown files you own and can change.
What is inside
- Client lifecycle. Onboarding, offboarding and the quality review before anything is delivered.
- Bookkeeping. Monthly close and bank reconciliation.
- Money and tax. Invoicing and collections, quarterly estimated tax, year-end and 1099 prep.
- Store and websites. Digital product fulfillment and website kickoff-to-launch.
- Operations. Data security and backups, the weekly review, and an index database.
Get it
SOP Library for Bookkeeping & Digital Services (Notion-Ready)
Or pay with PayPal
Uses the email and terms box above. You get the same download link by email.
Want every toolkit? The toolkit membership includes all of them, with a lower rate if you pay yearly.
Get every update for a year, $29: the Yearly Updates Pass gives you each refreshed edition we release of the kits you own. One payment, no automatic renewal.
Delivered as a zip of Markdown files and a CSV index you can import into Notion or open in any text editor. General procedures, not legal, tax or accounting advice. Edit them to match how you actually work. Payment is handled by Stripe. If a file will not open or something looks wrong, reply to your order email and we will make it right.
Ways to get it
Just this kit, or more
Membership
$29 a month
Every kit and document pack in the store, including new ones. Cancel any time.
See the membershipQuestions
Common questions
What do I get and how is it delivered?
A zip of thirteen Markdown procedure files and a CSV index. You can import them into Notion or open them in any text editor. The download link arrives by email after payment.
Will it open on a Mac, Google Sheets or my phone?
Markdown and CSV are plain text, so they open on a Mac, PC or phone in any text editor, and Notion can import them. If a file will not open or something looks wrong, reply to your order email and we will make it right. If it is not right for you, email us within 14 days of buying for a full refund.
Is this legal or tax advice?
General procedures, not legal, tax or accounting advice.
Is it the right fit for me?
It is made for solo bookkeepers, consultants and web freelancers who want consistent work and a way to hand tasks to a helper later. Skip it if your work isn't bookkeeping, consulting or digital services, or you want procedures someone else will customize for you.
Buy it with the others