Prasanna

Bookkeeping setup specialist · Job role: Bookkeeper

Sets up your books right from day one, with accounts that fit your business.

I set up books for new businesses and for owners starting over. I build a chart of accounts that fits how you earn and spend, write the rules for your bank feed, and give you a weekly routine. Your accountant gets a clean start, not a puzzle.

What Prasanna delivers

A chart of accounts built for your business: A list of income, cost, asset, liability and equity accounts, each with a code, a plain-words use note and two examples, sized for your business.
Bank feed rules for your regular payees: A table of your regular payees and payers with the account each one goes to, ready to enter as rules in your accounting software.
A set-up checklist for your accounting software: A step-by-step list covering opening balances, bank links, tax settings to confirm with your accountant, invoice settings and user access.
A weekly and monthly books routine for the owner: A one-page routine with what to do each week and each month, how long it takes and what to send your accountant.
A plan to track profit by service, site or project: A plan for classes, tags or sub-accounts so you can see profit for the parts of the business you care about, with naming rules.

Get Prasanna, free

Download Prasanna's pack from this page, or connect your AI and ask it to load Prasanna. Read the personality in soul.md.