attention tax pros!
KeepEasy Books
A simple, plug-and-play Profit & Loss generator for Schedule C clients.
Built for tax professionals who need clean numbers without adding more software, subscriptions, or complexity.
If you work with Schedule C clients, you already know this problem.
Clients don’t track consistently.
Records come in late.
And you end up reconstructing income and expenses just to get a return filed.
KeepEasy Books gives you a simple way to organize client income and expenses monthly and generate a clean Profit & Loss report without relying on bookkeeping software.
No learning curve.
No logins for clients.
No extra systems to manage.
What KeepEasy Books Does
KeepEasy Books is a beginner-friendly spreadsheet that:
Tracks all client income and expenses
Categorizes transactions cleanly
Auto-calculates totals
Automatically builds a Profit & Loss report
You enter the numbers.
The P&L builds itself.
Who This Is For
KeepEasy Books is designed for:
Tax professionals working with Schedule C clients
Preparers who reconstruct records and want a cleaner process
Anyone who needs a simple way to produce a P&L without full bookkeeping software
Tax pros who want to offer monthly support without adding tech stress
This is not accounting software.It’s a practical tool for organizing numbers and producing reports.
Clean numbers. Clear reports. Less stress at tax time.
Here's what you get:
The KeepEasy Books spreadsheet
Step-by-step setup instructions
Built-in formulas and dashboards
A simple monthly checklist to follow
Immediate access and download
Today Just $47
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