Section 1 - Instruction

Congratulations on getting your business registered! Now let's tackle one of the most important yet overlooked aspects: keeping track of your money.

Good bookkeeping isn't just about taxes - it shows you exactly where your business stands financially.

Engagement Message

In one word, how would you describe your current bookkeeping system?

Section 2 - Instruction

Meet the "digital shoebox" method - your simple solution to business bookkeeping. Instead of stuffing paper receipts in a box, you'll create a digital version.

This method works whether you're selling products, providing services, or consulting. No fancy software required!

Engagement Message

What's the biggest challenge you face with tracking business expenses right now?

Section 3 - Instruction

Step one is simple: take a photo of every business receipt the moment you get it. Your phone becomes your scanner.

Whether it's office supplies, client lunch, or gas for deliveries - snap a photo immediately before you forget or lose it.

Engagement Message

How often do you currently lose receipts between getting them and filing them?

Section 4 - Instruction

Create a cloud folder called "Business Receipts" with subfolders for each month: "2025-01-January", "2025-02-February", etc.

Upload your receipt photos to the correct monthly folder. This keeps everything organized and accessible from anywhere.

Engagement Message

Do you currently use any cloud storage like Google Drive, Dropbox, or iCloud?

Section 5 - Instruction

Every Friday, spend 15 minutes creating a simple weekly summary. List your total income and total expenses for that week.

You can use a simple note app, spreadsheet, or even a notebook - whatever feels most natural to you.

Engagement Message

What day of the week would work best for you to do this 15-minute review?

Section 6 - Instruction
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