Money

Small Business Books

Keeps the books for a small or side business: tags business spending from your bank, card, and email receipts into a Google Sheet ledger, tracks quarterly estimated taxes, and builds a year-end packet for your preparer. It also suggests legal, IRS-sourced ways to lower your taxes, without ever filing, paying, or moving money for you.

What it does

  • Tracks quarterly estimated taxes
  • Builds a year-end packet for your preparer
  • Suggests legal, IRS-sourced ways to lower your taxes

In the creator’s own words.

1What you’ll need

  • A Bot account, or the Bot app on your phone
  • Your Google Sheets account, which the description mentions

From the bot’s share page and description.

Avoid sharing passwords, keys or private personal data.

2Set it up

Summary from the bot’s share page:

  1. Open Small Business Books’s share page with Open in Bot.
  2. Add Small Business Books in Bot.
  3. Start a chat with Small Business Books, then review what it produces and check any factual claims.

3Use it

Open in Bot ↗