CPA-Designed Bookkeeping Templates for Self-Employed
ABOUT THIS SHOP
This shop was built for a specific person: the self-employed person who knows their business but doesn't know their numbers.
The freelancer checking the bank app and hoping. The Etsy seller staring at sales totals wondering where the money went. The service-business owner who promised themselves they'd "set up QuickBooks next month" for three years running.
I'm Jackie, a Licensed CPA. I spent years watching my own clients walk into the office with the same problem. They had the hustle. They had the revenue. What they didn't have was a clean picture of what was actually theirs.
The tools they needed weren't complicated; they just needed to be designed by someone who actually knew what a freelancer, an Etsy seller, or a one-person service business really needs. Not someone selling a generic "business template" off the rack.
So I built them.
WHAT MAKES THESE DIFFERENT
Every spreadsheet is CPA-designed and tested on real client books. Categories map to the IRS forms your CPA actually uses. Dashboards show the number you can actually spend, not the number your bank app is lying to you about. Instructions are written for someone who's been avoiding bookkeeping and needs something that makes sense.
WHAT YOU'LL FIND HERE
• Specific tools — 1099 trackers, chart of accounts, P&L templates, cash flow forecasts
• Industry bundles — freelancer, Etsy seller, service business, bookkeeping startup
• A 90-day roadmap for new bookkeepers launching their own practice
• Edit freely. Use forever. No subscription.
THIS SHOP IS NOT
It's not a "learn accounting" shop. This shop is for people who want a system already built — by a CPA who knows what actually matters.
BEFORE YOU BUY
Questions? Not sure which template fits? Message me before buying. I read and respond to all my messages.
CPA license verifiable on request.
— Jackie
