Mirror Starter™ – DIY Bookkeeping Kit for Small Businesses
Take control of your business finances without the complexity of accounting software.
The DIY Bookkeeping Starter Kit from Mirror Accounting Services is a CPA-designed Excel workbook created for small businesses that need an organized, practical way to track their financial activity.
The workbook helps you record and organize your business transactions throughout the year so your financial information is easier to review, understand, and use to make informed business decisions. Maintaining organized records can also help you stay tax-ready, support business loan or grant applications, and work more effectively with your CPA or advisor as your business grows.
We have seen firsthand how businesses can face challenges obtaining financing or miss grant opportunities because they do not have organized financial records to clearly support their income, expenses, and overall financial position.
The DIY Bookkeeping Starter Kit is designed to help you maintain clearer, more professional financial records without unnecessary complexity, so you can spend less time trying to reconstruct your books and more time focusing on building a stronger, more profitable business.
The Starter Kit includes:
Transaction Register
Customizable Income and Expense Categories
Monthly Profit & Loss Tracker
Printable Profit & Loss Statement
Simplified Balance Sheet
Invoice and Accounts Receivable Tracker
Business Mileage Tracker
Quarterly Estimated Tax Tracker
Built-in formulas and financial summaries
Step-by-step instructions
The Transactions section serves as the core of the workbook. Information recorded there flows into the related financial reports, helping you maintain more complete and organized financial records.
Designed for:
New and growing small businesses, sole proprietors, single-member LLCs, independent consultants, service-based businesses, and other businesses with relatively low transaction volume that aren’t yet ready for full accounting software.
Important Information
It is intended to help organize and track financial activity and is not a replacement for professional accounting, tax, legal, or financial advice.
One-Time Purchase: $149
Support & Additional Services
Need extra help? Workbook customization, individual training, and quarterly, mid-year or annual financial reviews are available from Mirror Accounting Services for an additional fee.
Mirror Starter™DIY Bookkeeping Kit for Small Businesses
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