Free bookkeeping downloads
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Free printable checklists, cheat sheets and AI prompt packs for bookkeepers, each with a link to the matching spreadsheet template for that workflow.
- Month-End Close Checklist for Small Business Bookkeepers
Printable checklist (PDF). 38 tasks in the order most small business closes run, from statements and reconciliations to adjustments, review and locking the period.
- 50 AI Prompts for Bookkeepers
Prompt pack (PDF). Fifty copy and paste prompts for ChatGPT, Claude, Gemini, Copilot or Grok, grouped by the bookkeeping task they help with.
- Bank Reconciliation Cheat Sheet
Printable cheat sheet (PDF). The formula, where every reconciling item goes, the steps in order, and the quick tests that find most differences.
- Nonprofit and Church Bookkeeping AI Prompts
Prompt pack (PDF). Copy and paste prompts for ChatGPT, Claude, Gemini or Grok, taken from our nonprofit and church bookkeeping workflows.
- Local SEO Prompts for Bookkeeping Firms
Prompt pack (PDF). The six Local SEO prompts from this site, in one PDF: categories, competitor reviews, review replies, posts, description copy and a local page.
If you'd like a paid workbook set that matches these free downloads, the Small Business Bookkeeping Spreadsheet Bundle is on our sister store.