30-Minute Monthly Bookkeeping & Tax System for Single-Member LLCs — product cover

Category: Ebooks · Business Ebooks

About this product

Stop doing taxes in April. Start doing books in 30 minutes a month.

If you're a single-member LLC owner doing your own bookkeeping — or avoiding it until tax time — this is the calm, complete system that keeps you tax-ready all year: the 3-account setup, the 30-minute monthly close (minute-by-minute checklist included), a chart of accounts mapped to how the return groups things, receipt discipline that survives questions, invoicing hygiene, the business/personal boundary, quarterly estimated-tax rhythm, 1099 workflows, and a year-end handoff your preparer will love.

INSIDE

  • Why the Shoebox Fails — what tax time actually needs from you
  • The 3-Account System — operating, tax-reserve, and owner-pay accounts
  • Choosing Your Tools — spreadsheet vs. software, no endorsements
  • The Chart of Accounts for a One-Person LLC
  • The 30-Minute Monthly Close — download, categorize, reconcile, snapshot, transfer
  • Receipts and Records That Survive Questions
  • Income Tracking and Invoicing Hygiene
  • Expenses and the Business/Personal Boundary — commingling traps
  • Schedule C Orientation — how your categories map to the form (orientation, not a filing guide)
  • Quarterly Estimated Taxes — the rhythm and the reserve habit
  • 1099 Workflows — W-9s, contractor logs, January reporting
  • Year-End Handoff & When to Hire Help
  • The First 90 Days — your implementation plan, week by week
  • Three Worked Closes — simple month, messy month, and December, walked through Appendices A–G: the printable close checklist, sample chart of accounts, year-end handoff list, retention orientation, troubleshooting guide, glossary, and the whole system on one page.

Every chapter ends with a concrete "Books Move" action box.

IMPORTANT — PLEASE READ

  • Educational information only. This book is NOT tax, legal, or financial advice. Tax rules change yearly and vary by situation — work with a CPA or tax professional for your situation.
  • The book deliberately states NO tax rates, thresholds, deadlines, or dollar figures. Where an official figure exists, it names the concept and directs you to the current IRS publications or your tax professional.
  • Written for the US tax context (single-member LLCs, Schedule C, IRS forms). The systems work anywhere; the tax specifics are US.
  • This book teaches bookkeeping and readiness — it is not a filing guide.

DIFFERENT FROM OUR OTHER TAX TITLES

  • Product 94 (the S-Corp Handbook) covers a different entity with a different tax world. This book is for single-member LLCs taxed as disregarded entities.
  • Product 46 (TaxSeason Flow) is a client-workflow kit for tax professionals. This book is for the business owner doing their own books.

Digital download. No shipping. For personal use; see the included license.

What's included

  • The complete eBook: 187 pages, ~49,000 words, 14 chapters + 7 appendices (PDF)
  • The Monthly Close Workbook: 10 pages, 327 fillable fields — the close checklist, chart-of-accounts planner, quarterly tracker, 1099 contractor log, year-end handoff list, snapshot log, and reserve tracker (fillable/printable PDF)

Key features

  • The 30-minute monthly close → a minute-by-minute checklist: download, categorize, reconcile, snapshot, transfer
  • The 3-account system → operating, tax-reserve, and owner-pay accounts keep the business/personal boundary clean
  • Chart of accounts mapped to the return → categories organized the way the return groups things, with Schedule C orientation (not a filing guide)
  • Receipt discipline that survives questions → records kept the way Chapter 6 lays out
  • Quarterly estimated-tax rhythm → the reserve habit that keeps quarterlies from ambushing you
  • 1099 workflows → W-9s, contractor logs, January reporting
  • Three worked closes → a simple month, a messy month, and December, walked through step by step
  • "Books Move" action box ends every chapter → one concrete step per chapter
  • Fillable Monthly Close Workbook → 327 fields across the close checklist, planners, trackers, and logs

Frequently asked questions

Is this tax, legal, or financial advice?

No — educational information only. Tax rules change yearly and vary by situation — work with a CPA or tax professional for your situation.

Does the book give tax rates, thresholds, or deadlines?

No — deliberately none. Where an official figure exists, the book names the concept and directs you to the current IRS publications or your tax professional.

Is this a filing guide?

No — this book teaches bookkeeping and readiness; it is not a filing guide. Chapter 9 is Schedule C orientation only.

I'm an S-corp owner — is this for me?

No — Product 94 (the S-Corp Handbook) covers that different entity and its different tax world. This book is for single-member LLCs taxed as disregarded entities.

Does it work outside the US?

The book is written for the US tax context (single-member LLCs, Schedule C, IRS forms). The systems work anywhere; the tax specifics are US.

Spreadsheet or software?

Chapter 3 walks through choosing your tools — spreadsheet vs. software, with no endorsements.

30-Minute Monthly Bookkeeping & Tax System for Single-Member LLCs — product image

30-Minute Monthly Bookkeeping & Tax System for Single-Member LLCs

The complete eBook (187 pages) plus a fillable Monthly Close Workbook: the 3-account setup, the 30-minute monthly close, a chart of accounts mapped to how the return groups things, the quarterly estimated-tax rhythm, 1099 workflows, and a year-end handoff your preparer will love.

$14

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