Books Blueprint

Tell me how the money moves and I'll plan the base that keeps track of it.

Books Blueprint

Mine is built for a single-member LLC that gets paid through Stripe and files a Schedule C. Yours is a different business. Fill in how your money moves and get the plan for a bookkeeping base shaped like your tax form, with the boring parts running on their own.

How is the business set up?

This decides which tax form the base is shaped like. Not sure is a fine answer, the plan says what to ask.

Sole proprietor Single-member LLC Partnership or S corp Not sure yet

How does money come in?

Tick everything. Each one becomes a stream in the Income table, and the ones with webhooks can log themselves.

StripeApps, subscriptions, checkout links. Has a webhook. PayPalClient invoices, affiliate payouts. Has a webhook, and a CSV export. EtsyDeposits land in the bank on a schedule. CSV for the detail. AmazonInfluencer, Associates, KDP, print on demand. Monthly reports. ShopifyStore payouts. Has a webhook. Direct deposits or checksClient work, sponsorships, brand deals. Marketplace payoutseBay, Mercari, Depop. Reselling, in other words. Affiliate networksImpact, ShareASale, Awin, Levanta. Paid on a lag. Cash, Venmo, ZelleHand-entered, always.

Where does the money live?

Name the bank. Whether the base can pull from it on its own depends on the bank, not on you.

It has an API CSV export only No idea

There's a business card tooCard purchases usually arrive as a separate export, so the plan handles them on their own.

What should run on its own?

Everything ticked gets built as an automation. Everything unticked stays a form you fill in.

Sales log themselvesA webhook turns each payment into an Income row, gross and fee split. Bank spending pulls in dailyOnly if the bank has an API. Otherwise a monthly upload. AI sorts unknown vendorsKnown vendors match by name for free. New ones get a suggested line and a Needs Review flag. A reconcile pageBank transactions next to the rows they matched. Red if anything's missing. A quarterly tax estimateAnnualizes the year so far and says what to set aside. An estimate, not a filing. Deadline emailsQuarterly payments, the annual report, year-end prep. Sent a few weeks ahead. A mileage logTrips at the IRS rate. Skip it if you never drive for the business. A dashboard with a little game in itMonthly net, best month, and a progress bar for the tax you're setting aside.

Shape it like the tax form?

Every expense carries a Schedule C lineSo the year-end export already looks like the form. Untick it if you file something else, and the base uses plain categories your accountant names.

What should I write it as?

The build prompt plans the base. The monthly close skill runs the books once they exist, from Claude Code.

Build prompt Monthly close skill Both

Your build prompt, for Claude Code

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Your monthly close skill, for Claude Code

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This plans a bookkeeping base for one small business. It isn't financial, tax or legal advice. Talk to your accountant before you build it, and before you file anything from it.

Built by Jen. Read how my books work.