Bookkeeping for Sole Traders Pack
6 prompts and 2 skills for bookkeeping for sole traders — each one a real job from the week, with the steps, rules and output an expert would ask for. Fill in the blanks and paste them into ChatGPT, Claude or Gemini, or tailor any of them to your brand in the Studio.
What’s in the pack
- Monthly Bookkeeping Routine for a Sole Trader in One HourBuilds a one-hour month-end bookkeeping routine for a sole trader, in the order an accountant would do it, with a checklist you can reuse every month.Plan
- Categorise a Messy Bank Statement Export Into Bookkeeping CategoriesSorts a pasted bank statement export into consistent bookkeeping categories, flags personal and unclear lines, and proposes rules so next month categorises itself.Plan
- Set Up a Receipt Capture System That Survives a Busy WeekDesigns a receipt capture habit for a sole trader — phone app, email folder, naming and weekly sweep — plus a lost-receipt note template to review with the accountant.Plan
- Untangle Personal and Business Spending in One Bank AccountHelps a sole trader who mixes personal and business money in one account sort past transactions, set up a clean split going forward and prepare questions for the accountant.Plan
- Year-End Handover Pack for My AccountantAssembles a sole trader's year-end records into an organised handover pack with an index, open-questions list and cover email, so the accountant bills fewer hours.Plan
- Catch Up Six Months of Bookkeeping Backlog Without PanicTurns a months-long bookkeeping backlog into a realistic catch-up plan with session sizes, priority order around deadlines and a stop rule for hiring help.Plan
- Sole Trader Bookkeeping Query DeskA standing bookkeeping helper for sole traders that categorises transactions, explains entries in plain words and routes every tax judgement to the accountant as a written question.Plan
- Bookkeeping Software Setup Guide for Sole TradersA standing setup guide that moves a sole trader from spreadsheet or shoebox into bookkeeping software — bank feeds, categories, rules, invoice templates and opening balances.Plan
Titles and descriptions are public. The full texts, the .zip download and Agent Skill exports are on the Library and Pro plans. See the plans. More for small business · finance & accounting · productivity.
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