Bookkeeping Starter System
The Heirloom
This is the exact all-in-one system most bookkeepers charge for, but I’m giving it to you, free. Because clarity shouldn’t be reserved for “later.”
The Heirloom Bookkeeping Starter System for Creatives is a simple and effective financial setup beautifully designed to help you track, plan, and grow before you ever touch a software or hire a CFO.
Give your finances the legacy treatment.
free!
The Heirloom Bookkeeping Starter System for Creatives is a plug-and-play premium bookkeeping toolkit designed to help sole proprietors and single-member LLCs run their business like it’s built to last. It provides financial clarity — even if you’re still DIY-ing it, even if you don’t love numbers, and even if no one taught you how to do this part. Designed by an accountant with 7+ years of experience...who's also got an appreciation for aesthetics and creativity.
And your money shouldn’t be a mystery.
Your business isn’t a hobby.
Stop wondering where your money’s going and actually see it
Plan your income goals and track your actual progress every month side by side
Pay yourself on purpose instead of “when it feels right”
Hand over clean, organized numbers to your tax preparer (without digging)
Stay on budget, spot cash leaks, and forecast future cash flow
Finally have a system that feels grown-up, but still totally doable
Make smarter decisions with real data and not just on gut feelings
You get clarity the moment you open it.
Set it up once, then make it your monthly check-in.
why wait?
know your numbers now!
What's inside
Profit & Loss
Profit & Loss
chart of accounts
+ Run a sole proprietors and single-member LLC and are ready for a real system
+ Are scaling a service-based or creative business and want to stay in control
+ Aren’t ready to hire a bookkeeper but need more than messy DIY
+ Crave structure without soul-sucking spreadsheets
+ Are ready to lead like someone who plans to be around in 10 years
Yes, you can still use The Heirloom Bookkeeping Starter System for Creatives, especially if your business is just getting off the ground or your sales volume is low.
However, if you sell physical products and collect sales tax, you’ll likely need a supplemental system to help you accurately track tax collected and remitted.
The Heirloom System can absolutely support product-based founders with the core money clarity every business needs.
Use a spreadsheet if:
+ Your business is simple: low transactions, one account, no complex invoicing
+ You’re just starting out and want to keep things flexible and cost-effective
+ You’re comfortable entering numbers manually and keeping things organized
That’s exactly what The Heirloom Bookkeeping Starter System for Creatives is for — premium clarity, custom tracking, and monthly money rituals to support your growth.
Use bookkeeping software if:
+Your business is growing with consistent income and multiple accounts or platforms
+ You need automation: syncing bank transactions, sending invoices, or tracking payments
+ You want accurate reports, tax-ready records, and a tool your CPA can work inside
A simple rule of thumb
→ If your bookkeeping takes more than 2–3 hours a month or feels stressful, it’s time to switch to software (or hire a bookkeeper).
→ If it’s still simple and you feel in control, this system is perfect for you!
Knowing exactly how much you made — and what you need to bring in next month
Sending your profit & loss to your tax preparer without the pit in your stomach
More time to do the work you love, not piece together a spreadsheet from YouTube tutorials
What life looks like
with clarity
No more late-night Googling “what goes in a profit & loss statement”
The Heirloom Bookkeeping Starter System for Creatives gives you everything you need to lead with numbers now before the software, before the CFO.
But when it’s time to take your hands off the backend completely?
You already know who to trust.
The full Heirloom experience is my done-for-you service for founders ready to offload their bookkeeping without sacrificing clarity, strategy, or care.
You’ll go from managing your system to having it fully managed for you.
The same level of intention. The same legacy mindset. Just done for you.
