{
 "id": "bookkeeping",
 "name": "Bookkeeping",
 "line": "Get a small business's records in order and know what to do next, without moving money.",
 "version": 1,
 "library_version": "2026-11-09.1",
 "steps": [
  {
   "id": "b1",
   "title": "Open the free Edge360 scan",
   "kind": "campus",
   "tool": "edge360",
   "cls": "handoff",
   "minutes": 10,
   "do": "Your owner runs the free scan on their records. Edge360 reads the books and says what to do next with the saving it can cite. Your owner decides every step.",
   "done_when": "Your owner has the scan result with the list of things to look at."
  },
  {
   "id": "b2",
   "title": "List what you need from your owner, once",
   "kind": "draft",
   "cls": "draft",
   "minutes": 5,
   "do": "Ask for: the accounting tool in use, the last three months of bank and card statements as exports, and the name of their accountant. Do not ask for passwords or one-time codes, ever.",
   "done_when": "Your owner has sent exports or said where they are, without any password shared.",
   "say": "Which accounting tool do you use? Please send the last three months of bank and card statements as exports, and tell me your accountant's name. I never need your passwords or codes."
  },
  {
   "id": "b3",
   "title": "Draft the categories for each transaction",
   "kind": "draft",
   "cls": "draft",
   "minutes": 20,
   "do": "Suggest a category for each line and mark every guess you are less than sure about. Do not post anything into the books.",
   "done_when": "Each transaction has a suggested category and a sure or unsure mark."
  },
  {
   "id": "b4",
   "title": "Check the arithmetic",
   "kind": "campus",
   "tool": "countersign",
   "cls": "share",
   "minutes": 3,
   "do": "Send totals and sums to Countersign to re-compute. Ask your owner first: the stamp goes into a public log, so send only the sums, not names or account numbers.",
   "done_when": "The totals pass, or you know which line is wrong."
  },
  {
   "id": "b5",
   "title": "Write the questions for the accountant",
   "kind": "draft",
   "cls": "draft",
   "minutes": 10,
   "do": "List every unsure item, anything that touches tax, payroll or a payment, and the dates that matter. Filing, paying and signing stay with your owner and their accountant.",
   "done_when": "One page of questions, nothing filed, nothing paid."
  }
 ],
 "approval_needed_for": [
  "b4"
 ],
 "improve": "Weak steps are found from how many launches finish each one and from feedback notes. Changes are listed in https://llpro.ai/launchpad/playbooks and in the changelog.",
 "page": "https://llpro.ai/launchpad/playbooks/bookkeeping"
}