Small Business Bookkeeping, Hiring & Operations Template Bundle

This 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. Who it's for: Owner-operators and small teams in any industry who want the money, clients, people and backup-plan basics in one place. What's in the set (four kits + a set-only bonus) Client Follow-Up Spreadsheet & Repeat Customer Tracker (DPF-006): Follow-Up & 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 Small Business Bookkeeping Spreadsheet & Cash Flow Forecast (DPF-007): Bookkeeping & Cash Flow Workbook (EXAMPLE + BLANK, .xlsx); Bookkeeping & 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 Employee Onboarding Checklist & First Hire Cost Calculator (DPF-012): 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 Small Business Continuity Plan & Owner Emergency Binder (DPF-021): 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 Set-only bonus: Small Business Owner Operating Routine: Weekly, Monthly & Quarterly Checklist (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. Set price: $79 for all four kits plus the set-only bonus. Each kit is also sold on its own. Good to know Every number in the EXAMPLE files belongs to a made-up business; it isn't a market rate or a recommendation. Templates aren't legal advice. Have your own professionals review them. The tools help you run your business; they don't guarantee income or results. Texting 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. This 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. Employment 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. This kit doesn't decide whether someone is an employee or a contractor. Never store passwords, PINs, full account numbers or recovery codes in these files; record where they're kept, not what they are. This 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. ChatGPT, Claude, Gemini and Copilot are trademarks of their owners. This kit isn't affiliated with them. Excel .xlsx workbooks, no macros; formulas tested in LibreOffice (Google Sheets and Excel open-tests pending). Each kit's own Start Here guide and page list the notes that apply to it. Need a website? 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. Refunds: 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. License: one business for every kit in the set; no resale, redistribution or sharing. Cover images are illustrations created with AI. The people shown are fictional, not customers.