{"product_id":"small-business-bookkeeping-operations-bundle","title":"Small Business Bookkeeping, Hiring \u0026 Operations Template Bundle","description":"\u003cp\u003eThis small business operations template bundle covers the back office: bookkeeping and a 13-week cash flow forecast, client follow-up, your first hire, and a continuity plan for when you're out.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWho it's for:\u003c\/strong\u003e Owner-operators and small teams in any industry who want the money, clients, people and backup-plan basics in one place.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eWhat's in the set (four kits + a set-only bonus)\u003c\/strong\u003e\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eClient Follow-Up Spreadsheet \u0026amp; Repeat Customer Tracker (DPF-006):\u003c\/strong\u003e Follow-Up \u0026amp; Repeat Revenue Workbook (EXAMPLE + BLANK, .xlsx); Follow-Up Playbook (PDF); Quote Follow-Up Messages and Rebooking and Win-Back Messages (DOCX + PDF); Client Feedback Form, Review and Referral Request Guide, Weekly Follow-Up Routine (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSmall Business Bookkeeping Spreadsheet \u0026amp; Cash Flow Forecast (DPF-007):\u003c\/strong\u003e Bookkeeping \u0026amp; Cash Flow Workbook (EXAMPLE + BLANK, .xlsx); Bookkeeping \u0026amp; Cash Flow Playbook (PDF); Invoice Template and Payment Reminder Letters (DOCX + PDF); Monthly Close Checklist, Weekly Cash Flow Review, Tax Set-Aside and Records Worksheet (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eEmployee Onboarding Checklist \u0026amp; First Hire Cost Calculator (DPF-012):\u003c\/strong\u003e First Hire Workbook (EXAMPLE + BLANK, .xlsx); First Hire Playbook (PDF); Job Post Template and Interview Guide and Scorecard (DOCX + PDF); Offer Letter TEMPLATE (DOCX + PDF); First 90 Days Onboarding Checklist and SOP Template (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003eSmall Business Continuity Plan \u0026amp; Owner Emergency Binder (DPF-021):\u003c\/strong\u003e Business Continuity Workbook (EXAMPLE + BLANK, .xlsx); Business Continuity Playbook (PDF); Emergency Client Message Templates (DOCX + PDF); Backup Person Handoff Guide and SOP Template (DOCX + PDF); Continuity Plan Summary and Annual Review Checklist (DOCX + PDF); AI Prompt Pack: 25 prompts (PDF + TXT); Start Here guide and license\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eSet-only bonus: Small Business Owner Operating Routine: Weekly, Monthly \u0026amp; Quarterly Checklist\u003c\/strong\u003e (PDF): an owner routine that ties the four kits together: set-up order, how hiring plans flow into the cash flow forecast, and a weekly, monthly and quarterly checklist. It isn't sold separately; it comes only with this set.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eSet price:\u003c\/strong\u003e $79 for all four kits plus the set-only bonus. Each kit is also sold on its own.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eGood to know\u003c\/strong\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eEvery number in the EXAMPLE files belongs to a made-up business; it isn't a market rate or a recommendation.\u003c\/li\u003e\n\u003cli\u003eTemplates aren't legal advice. Have your own professionals review them.\u003c\/li\u003e\n\u003cli\u003eThe tools help you run your business; they don't guarantee income or results.\u003c\/li\u003e\n\u003cli\u003eTexting or emailing clients: message only people who gave you their number or email, honor every STOP or unsubscribe request right away, and get a client's written consent before sending marketing texts with an automated tool. Marketing emails need your postal address and an unsubscribe option (CAN-SPAM). Some states, including Virginia, add rules such as allowed texting hours. This isn't legal advice.\u003c\/li\u003e\n\u003cli\u003eThis is a cash-basis bookkeeping tool, not tax or accounting advice; the tax set-aside is a savings guide, not a tax calculation. Ask a tax professional what applies to you.\u003c\/li\u003e\n\u003cli\u003eEmployment rules (forms such as Form I-9 and W-4, state new-hire reporting, pay-transparency, posters, workers' comp) differ by state and city. The checklists are general reminders, not a complete list, and the offer letter is a template to have an employment attorney review.\u003c\/li\u003e\n\u003cli\u003eThis kit doesn't decide whether someone is an employee or a contractor.\u003c\/li\u003e\n\u003cli\u003eNever store passwords, PINs, full account numbers or recovery codes in these files; record where they're kept, not what they are.\u003c\/li\u003e\n\u003cli\u003eThis binder is a planning and record-keeping tool. It isn't a legal document, will, power of attorney or succession plan, and doesn't give anyone authority over your business or accounts. Ask an attorney and your bank about those.\u003c\/li\u003e\n\u003cli\u003eChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them.\u003c\/li\u003e\n\u003cli\u003eExcel .xlsx workbooks, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending).\u003c\/li\u003e\n\u003cli\u003eEach kit's own Start Here guide and page list the notes that apply to it.\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003e\u003cstrong\u003eNeed a website?\u003c\/strong\u003e Bought any kit from the Archive? You get a $39 credit toward any website package from The Collective if you request it within 60 days of your purchase (one credit per website project). The credit applies only to website services, not to kits or other products. A set counts as one purchase: one $39 credit, not one per kit. To request it, email ryanviabusiness@gmail.com with your order number.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eRefunds:\u003c\/strong\u003e All sales are final. This set is an instant digital download, so we don't offer refunds once your order is placed. If any file in the set is broken, missing or not as described, email ryanviabusiness@gmail.com with your order number and we'll send you a working replacement file; if we can't provide a working file that matches this description, we'll refund your order. If you bought the same set twice by mistake, email us within 14 days of the second order and we'll refund the duplicate order. Nothing in this policy limits any rights you have under law that can't be waived.\u003c\/p\u003e\n\u003cp\u003e\u003cstrong\u003eLicense:\u003c\/strong\u003e one business for every kit in the set; no resale, redistribution or sharing.\u003c\/p\u003e\n\u003cp\u003eCover images are illustrations created with AI. The people shown are fictional, not customers.\u003c\/p\u003e","brand":"The Collective's Digital Archive","offers":[{"title":"Default Title","offer_id":67662184939698,"sku":"BND-03","price":79.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0798\/6282\/5138\/files\/BND-03-cover-people-1600x1200.png?v=1791554511","url":"https:\/\/shop.the-ai-collective.com\/products\/small-business-bookkeeping-operations-bundle","provider":"The Collectives Digital Archive","version":"1.0","type":"link"}