AI for Bookkeepers
Prompt library, privacy rules, fake examples, and a one-hour implementation plan for careful bookkeepers.
Get the Kit - $47Spreadsheets, systems, and shortcuts built by a bookkeeper with 20 years inside real businesses. No fluff. No subscriptions. Download and use today.
Tools
Start with the clearest problem: safer AI workflows, a simple money routine, a profit diagnosis, or one place to see the business.
Prompt library, privacy rules, fake examples, and a one-hour implementation plan for careful bookkeepers.
Get the Kit - $47Done-with-you help to set up reusable workflows for missing-items emails, cleanup notes, monthly close summaries, and SOP drafts.
Book SetupA 30-minute setup call plus a practical routine for invoice/payment tracking, expense capture, and a weekly money check-in.
Book SetupA focused look at one month of sales, fees, expenses, and working time so you can see where the money is leaking.
See CheckupA browser-based control center for solo business owners who need one place for profit, expenses, invoices, company records, and next actions.
See Control CenterTen reusable emails for missing receipts, uncategorized transactions, cleanup updates, scope boundaries, and monthly summaries.
Use the TemplatesFree tools
Quick calculators and checklists for pricing, fees, margins, and business setup.
Find the rate that covers taxes, expenses, and income goals.
Use the calculator Then see Simple Money SystemSee what fees do to a sale before margin disappears.
Use the calculator Then see Profit Clarity CheckupCalculate what a sale actually leaves after costs, labor, fees, and tax planning.
Use the calculator Then see Profit Clarity CheckupSet up structure, EIN, banking, bookkeeping, licenses, and launch basics in order.
Use the checklist Then see Simple Money SystemPlain-English resources
Read practical guides for bookkeeping, pricing, profit, and solo business decisions.
Why trust this
I'm Anna. I spent 20 years as a bookkeeper inside real businesses - construction, automotive, logistics, retail. I know what the books look like when things are working, and what they look like when they're not.
The tools here are built from that experience. They solve problems I watched business owners struggle with for two decades. Not generic templates - the tools I wished existed when I was inside those businesses.
SoloOS is owned and operated by Sa Roan Holdings LLC.