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SailsAndShore
For bookkeepers · 5 workbooks

Excel workbooks for Bookkeepers.

For the bookkeeper serving multiple clients from one desk.

Bookkeeping is a service business where every client is a mini-business you also have to run. Client onboarding, monthly closes, tax prep handoffs, and your own P&L on top. These workbooks handle the meta-layer.

Bookkeepers face client-per-hour math, retainer versus hourly pricing, client acquisition cost (usually referral, but still tracked), and the year-end tax handoff process. Plus continuing education (CPE hours), software subscriptions (QBO, Xero), and the E&O insurance that any client-facing service business needs.

The toolkits
Free calculators
From the studio journal