Does this include LLC formation documents?
No. It is a financial organization kit — a checklist, cost tracker, and bookkeeping spreadsheet. It does not include formation documents or an operating agreement.
Spreadsheet & Workbook · For new LLC owners
New LLC Financial Starter Kit
Turn the messy first year of an LLC into a clear, step-by-step system.
$49 · one-time
Excel workbook (.xlsx) + quick-start guide (PDF)
Available soon
Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPAs at ProAxis Tax & Accounting Services.
What it is
The first year of an LLC is a fog of startup costs, half-remembered deadlines, and a nagging sense you are forgetting something. This kit turns that into a clear, step-by-step system: a first-year checklist, a startup-cost tracker, and a bookkeeping spreadsheet, built by a licensed CPA firm (NJ + NY) so the structure reflects how accountants actually want your records to look.
Note: this is a financial organization kit — it does not include formation documents or an operating agreement. Entity choice and tax elections are fact-specific, and the kit makes no recommendation about how your LLC should be taxed. The assistance of a licensed attorney in choosing your entity and drafting formation documents is advisable.
What's included
- First-year new-LLC financial checklist
- Startup and organizational cost tracker
- Simple bookkeeping spreadsheet to start clean
- Quick-start guide (PDF) with an entity-comparison learning sheet
Who it's for
- New single-member and multi-member LLC owners
- Founders who want organized books from day one
- Owners who will bring clean records to a CPA and attorney
How you get it
After checkout you receive an instant digital download — excel workbook (.xlsx) + quick-start guide (pdf). There is no physical item and nothing ships. You can start using the file the same day.
Setting it up
This workbook is designed to be usable the day you download it, whether or not you have used a spreadsheet like it before. Open the Excel file, start on the guide tab, and enter your own numbers where indicated. The structure does the organizing; you just keep it current.
- Download and open the workbook in Microsoft Excel (it also imports into Google Sheets if you prefer).
- Read the short quick-start guide (PDF) included with your purchase — it explains each tab in plain language.
- Enter your data as it happens through the year, rather than reconstructing it all at tax time.
- Use the summary views to see where things stand and to hand a clean file to your tax preparer.
The workbook records and organizes your numbers. It does not file anything, does not prepare a tax return, and does not decide the judgment calls that depend on your specific facts — those stay with you and the professional you engage.
Why buy a template built by a CPA firm
Most bookkeeping templates sold online are built by spreadsheet marketers to look good in a listing. This one was built by the licensed CPAs at ProAxis Tax & Accounting Services (New Jersey and New York) around how the return actually reads. That difference does not show up in a screenshot, but it shows up the first time you reconcile: the accounts are grouped the way your situation reports, the categories line up with the tax form, and the structure holds when the numbers get real.
Every product is reviewed by a licensed CPA before it is published, and any figure it references is cited to a primary IRS or state source and dated inside the file. The goal is an honest, professional starting point — not an optimistic one. If you later decide you would rather hand the work to a CPA than do it yourself, ProAxis does bookkeeping setup, cleanup, and ongoing accounting for businesses across NJ, NY, and PA. The template makes that conversation shorter; it does not depend on it.
Related resources
More CPA-built bookkeeping workbooks
- S-Corp Reasonable Salary Workbook → Organize the documentation behind an S-corp owner salary.
- Small Business Tax Deduction Tracker → Track expenses by write-off category all year, not in April.
- Nonprofit Donation Tracker & Giving Statement Kit → Track donations and mail-merge every year-end giving statement in one sitting.
Frequently asked questions
Does it tell me how to tax my LLC?
No. It makes no recommendation on entity taxation. Entity choice is fact-specific; the assistance of a licensed attorney and CPA is advisable.
Is it useful before I have revenue?
Yes. It is built for the first year, when startup costs and setup tasks pile up before the money starts coming in.
Important — please read before buying
Educational template — not advice. This is a do-it-yourself template. It is general educational material, not tax, accounting, or legal advice, and is not written tax advice under Treasury Circular 230. Your purchase does not create a CPA-client, engagement, or advisory relationship. Figures reflect the law as of the date shown for the tax year noted and are not updated after purchase — verify at the primary source before acting. Consult a professional you separately engage about your specific situation. Results vary; no specific tax, refund, deduction, or compliance outcome is promised.
Refunds: Digital products are delivered instantly and are non-refundable once downloaded. We will refund or replace any file that is corrupt, materially not as described, or not delivered, within 30 days of purchase.
Purchases are governed by the Digital Product License & Terms of Sale. Sold and fulfilled by Gumroad, Inc. as merchant/seller of record. Content authored by ExpertEngine LLC d/b/a ProAxis Templates — built by the licensed CPAs at ProAxis Tax & Accounting Services.
Want a CPA to set up your books, not just a template?
ProAxis Tax & Accounting Services does bookkeeping setup, cleanup, and ongoing accounting for NJ, NY, and PA businesses. Book a free consultation to talk through your situation.