{"product_id":"keeping-good-books","title":"Keeping Good Books: The AI Setup Workbook (Fillable PDF)","description":"\u003ch3\u003eStop doing your books by hand.\u003c\/h3\u003e\u003cp\u003eMost small business owners are not bad at bookkeeping. They are doing work a system should be doing for them — retyping transactions, hunting receipts, and assembling reports at eleven at night in January.\u003c\/p\u003e\u003cp\u003eKeeping Good Books: The AI Setup Workbook is the setup project that ends that. Not a lecture on accounting. A worked, decision-by-decision build of a system that keeps its own records.\u003c\/p\u003e\u003cp\u003eBy the end you will have:\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eConnected every account that moves money, and verified the feeds are actually complete\u003c\/li\u003e\n\u003cli\u003eChosen a platform on evidence rather than a marketing page, using a 90-point scoring sheet and a real trial protocol on your own transactions\u003c\/li\u003e\n\u003cli\u003eWritten the standing rules that stop you making the same correction every month\u003c\/li\u003e\n\u003cli\u003eSet your reports to arrive on a schedule instead of waiting for you to run them\u003c\/li\u003e\n\u003cli\u003eAutomated the four monthly checks that catch the errors a clean-looking profit and loss will hide\u003c\/li\u003e\n\u003cli\u003eBuilt a delegation map: what the system does alone, what it drafts for your approval, and what only you can decide\u003c\/li\u003e\n\u003c\/ul\u003e\u003ch3\u003eWhat is in it\u003c\/h3\u003e\u003cp\u003eThirteen parts and two appendices, every one of them fillable. Roughly four hours of setup across four sittings, plus a four-week training log to track whether the software is actually learning your business or just filing things faster.\u003c\/p\u003e\u003cp\u003eParts One to Five — the decisions. Where you actually are. Separating business from personal. Cash or accrual. How you pay yourself. Building a chart of accounts the software can categorize into. These come first because no tool can make them for you, and a system configured before they are settled will be wrong quickly, confidently, and at volume.\u003c\/p\u003e\u003cp\u003eParts Six to Nine — the build. Turning on the transaction flow. Automatic receipt capture. The rules you write once. Reports that arrive without being asked.\u003c\/p\u003e\u003cp\u003eParts Ten to Thirteen — using it. Runway and working capital. Contractor paperwork as a gate rather than a January project. A monthly close with an owner named against every step. And a readiness check for the day a lender, buyer, or accountant asks to see the numbers.\u003c\/p\u003e\u003cp\u003eAppendix A gives you six prompts to run against your own exported data — finding miscoded transfers, catching duplicates, explaining month-over-month changes, and drafting your own categorization rules.\u003c\/p\u003e\u003cp\u003eAppendix B is the troubleshooting section: what to do when the cash does not match, when something is stuck in Uncategorized, or when a liability shows a negative balance.\u003c\/p\u003e\u003ch3\u003eIt is genuinely fillable\u003c\/h3\u003e\u003cp\u003eEvery table, checkbox, and answer space is a real form field. Open it in any PDF reader, type into it, and save. Your answers stay in the file. That matters, because the last part asks you to go back to page one and answer the same ten questions again — and the whole point is to see what changed.\u003c\/p\u003e\u003cp\u003ePrint it if you prefer. It is US Letter, 8.5 x 11, and lays out cleanly on a home printer.\u003c\/p\u003e\u003ch3\u003eWho it is for\u003c\/h3\u003e\u003cp\u003eOwners of startups and small businesses who are doing their own books, or who want to understand the system before they hand it to somebody else. No accounting background assumed. Nothing in here requires you to already own a specific platform — the workbook names none, because pricing and features move faster than any published page.\u003c\/p\u003e\u003ch3\u003eThe companion book\u003c\/h3\u003e\u003cp\u003eThis workbook accompanies Keeping Good Books: A Startup and Small Business Guide to AI Accounting, \u003ca href=\"https:\/\/www.amazon.com\/dp\/B0HHZ4VG2T\" target=\"_blank\" rel=\"noopener noreferrer\"\u003eavailable on Amazon\u003c\/a\u003e.\u003c\/p\u003e\u003cp\u003eThe book makes the argument. The workbook installs it. Each part names the chapters it draws on, so you can read further wherever you want the reasoning — but you do not need the book open beside you. Every exercise here gives you what it needs to be answered.\u003c\/p\u003e\u003ch3\u003eDetails\u003c\/h3\u003e\u003cul\u003e\n\u003cli\u003eFormat: Fillable PDF, US Letter (8.5 x 11)\u003c\/li\u003e\n\u003cli\u003eLength: Thirteen parts plus two appendices\u003c\/li\u003e\n\u003cli\u003eDelivery: Instant download after purchase\u003c\/li\u003e\n\u003cli\u003eLicense: Single business use. Not for redistribution or resale.\u003c\/li\u003e\n\u003cli\u003eFrom: Omnijax Accounting — \u003ca href=\"https:\/\/www.omnijax.co\" target=\"_blank\" rel=\"noopener noreferrer\"\u003ewww.omnijax.co\u003c\/a\u003e\n\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003e\u003cem\u003eEducational purposes only. This workbook does not constitute accounting, financial, legal or tax advice. Retention periods and reporting obligations vary by jurisdiction. Always confirm your own requirements with a qualified professional.\u003c\/em\u003e\u003c\/p\u003e","brand":"Omnijax Accounting","offers":[{"title":"Default Title","offer_id":43217639997534,"sku":null,"price":9.99,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0674\/2409\/2254\/files\/image_7f4649b2-e76b-4395-bff7-a06b77f9c6ae.png?v=1788331215","url":"https:\/\/omnijax.co\/products\/keeping-good-books","provider":"Omnijax Accounting","version":"1.0","type":"link"}