Bookkeeping | LLPRO

Get a small business's records in order and know what to do next, without moving money. Version 1.

Steps of the Bookkeeping playbook
Step	What to do	Tool	Approval	Minutes
Open the free Edge360 scan	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.	Edge360	Hand-off	10
List what you need from your owner, once	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.	Your agent	Runs on its own	5
Draft the categories for each transaction	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.	Your agent	Runs on its own	20
Check the arithmetic	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.	Countersign	Needs your yes	3
Write the questions for the accountant	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.	Your agent	Runs on its own	10

Steps of the Bookkeeping playbook

Step

What to do

Tool

Approval

Minutes

Open the free Edge360 scan

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.

Edge360

Hand-off

List what you need from your owner, once

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.

Your agent

Runs on its own

Draft the categories for each transaction

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.

Your agent

Runs on its own

Check the arithmetic

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.

Countersign

Needs your yes

Write the questions for the accountant

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.

Your agent

Runs on its own

Get a plan made for your goal and limits: Start this playbook

Machine-readable: /launchpad/api/playbooks/bookkeeping. Steps outside LLPRO are not reviewed by us.