Your company's accounting — documented, organized, and accessible to everyone on your team. No more tribal knowledge. No more guessing.
Buy Now — $97One person knows how your books work. They know which accounts to use, when to accrue, and the workarounds nobody else understands.
When they go on vacation, things slow down. When they leave, it's chaos.
The fix isn't hiring a backup. It's documenting the process so anyone can follow it.
The Spreadsheet Kit generates a complete, customized accounting guide for your company — entity type, jurisdiction, industry, chart of accounts, workflows, and close checklists. All in one formatted Word document.
Plus: a setup script that configures an AI accounting assistant on any team member's machine in under 10 minutes. They can ask it questions about your books in plain English.
20–35 page Word document customized to your company. Chart of accounts overview, accounting standard rules, entity-specific policies, and selected workflows.
A setup script that installs Claude Code on any machine and pre-configures it with your company's accounting rules. Your team can ask it questions from day one.
Month-end close, trial balance review, journal entry validation, bank reconciliation, budget vs. actual, and revenue recognition — ready to use.
$97
Your books are documented. Now find out what the numbers actually mean. Tier 2 analyzes your P&L, balance sheet, and AR aging — ranked findings with recommendations.
$497
Learn About Tier 2Document your accounting, diagnose your financial health, audit your processes, and automate your close. Four tiers, four problems solved.
View All TiersTake our free Financial Health Checklist first — 10 questions, 5 minutes. It'll show you exactly which gaps your company has and which tier addresses each one.
Get the Free Checklist"My team is running the process now — what are the numbers actually telling us?"
That's Tier 2: Financial Diagnostic. The Spreadsheet Kit builds the foundation. The Diagnostic tells you what it means.