First 30 days: Look and act like a businessStep 8 of 25
Set up bookkeeping
Clean books make tax time easy, show you whether you are making money and are required if you ever apply for a loan.
- Choose bookkeeping software, or let your accountant choose. Connect it to your business bank account.
- Categorize transactions every week so it never piles up.
- Snap a photo of every receipt and keep it with the transaction.
- Move a set share of every payment into tax savings. Ask your accountant what percentage fits you.
Habit15 minutes a week
How much should I set aside for taxes?
A simple calculator to pick the share of each payment to move into tax savings.
This playbook is general information, not legal, tax or financial advice. Rules change, so confirm details with a licensed professional. Last reviewed September 2026.