CryptoLic Merchant Series · Toolkit
The Merchant Accounting & Bookkeeping Toolkit
The complete bookkeeping system for businesses that accept crypto: 11 guided documents, 15 ready-to-use spreadsheet templates, and 7 printable forms. Keep clean records all year and hand your accountant a package that earns better advice for a smaller bill.
After this toolkit, you'll be able to:
- Know exactly what to record, when to record it, and where it goes
- Run a repeatable daily and monthly routine in a couple of minutes a day
- Set up your books correctly in QuickBooks Online or Xero
- Track cost basis and gains cleanly on any crypto you hold
- Hand your CPA an organized year-end package that lowers your bill
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What's inside
6 chapters. Ready to use.
Each section solves a specific problem. No filler.
- — Important, Read First, and Start HereThe plain-English scope and a guided tour, so you know exactly where to begin and what the toolkit does and does not do.
- 01 The Merchant Accounting HandbookThe heart of the system: the one idea that makes crypto bookkeeping simple, the accounts your books need, cost basis and gains without jargon, internal controls for a one or two person team, seven worked business examples, an extensive FAQ, and 34 common mistakes to avoid.
- 02 The Monthly Bookkeeping SOPYour daily, weekly, monthly, quarterly, and year-end routine as a dated checklist, so nothing is missed and year-end is a formality.
- 03 QuickBooks Online and Xero Setup GuidesThe exact accounts, categories, workflow, and CSV imports for whichever software you use, with worked examples.
- 04 The Bookkeeper SOP and CPA Handoff PacketOne document to hand your bookkeeper so they follow your exact process, and one to hand your accountant, with a fill-in cover memo and a guide to running the year-end meeting.
- 05 15 spreadsheet templates and 7 printable formsReady-to-use trackers for sales, fees, transfers, balances, cost basis, reconciliation, and the year-end package, plus laminate-ready logs and checklists to print and fill in by hand.
Also in the series
Also useful at this stage.
The 0-to-Live Launch Toolkit
A step-by-step go-live checklist for both the payment-processor path and the self-hosted path. Print it, check it off, go live.
For: Business owners who have decided to accept crypto and want a structured, nothing-missed process for going live.
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