{"product_id":"catch-up-bookkeeping-system","title":"Bank Statements to a Schedule C Workbook | The Three-Button Method | ClarityPlano","description":"\u003cdiv style=\"max-width:760px;font-family:inherit;color:#383E46;\"\u003e\n\n\u003cp style=\"display:inline-block;border:1.5px solid #EFA42D;color:#EFA42D;border-radius:999px;padding:4px 14px;font-size:12px;font-weight:700;letter-spacing:.08em;\"\u003eSELF-GUIDED SYSTEM · INSTANT ACCESS\u003c\/p\u003e\n\n\u003ch2 style=\"color:#16324F;font-size:30px;line-height:1.15;margin:14px 0 10px;\"\u003eFrom a pile of statements to \u003cspan style=\"color:#EFA42D;\"\u003ea workbook your preparer can work from.\u003c\/span\u003e\n\u003c\/h2\u003e\n\n\u003cp style=\"font-size:16px;line-height:1.6;\"\u003eEvery tool you have paid for does the same thing. It pulls your transactions in, sorts them by date, and hands them back. Then it waits. \u003cstrong\u003eThe part that stops you is not collecting the transactions. It is saying what they were.\u003c\/strong\u003e\u003c\/p\u003e\n\n\u003cdiv style=\"background:#16324F;border-radius:14px;padding:22px 24px;margin:18px 0;\"\u003e\n\u003cp style=\"color:#EFA42D;font-size:12px;font-weight:700;letter-spacing:.08em;margin:0 0 6px;\"\u003eTHE MECHANISM\u003c\/p\u003e\n\u003cp style=\"color:#FFFFFF;font-size:22px;font-weight:800;margin:0 0 8px;\"\u003eThe Three-Button Method\u003c\/p\u003e\n\u003cp style=\"color:#D9DEE3;font-size:15px;line-height:1.6;margin:0;\"\u003eOne transaction, one decision, dealt newest month first, so you build speed on the months you still remember. \u003cstrong style=\"color:#fff;\"\u003e255 merchants arrive with a Schedule C line already suggested\u003c\/strong\u003e, written the way they appear on your statement. You confirm, you do not research. And \u003cstrong style=\"color:#fff;\"\u003e\"not sure\" is a real answer\u003c\/strong\u003e: it gets labelled and set aside, and the project keeps moving.\u003c\/p\u003e\n\u003c\/div\u003e\n\n\u003cp style=\"font-size:15px;line-height:1.6;color:#16324F;\"\u003e\u003cstrong\u003eBefore the four moves: gather.\u003c\/strong\u003e One folder, every month you are missing, from every account. Email 1 is written for the bank when an export stops at 90 days. Half-gathered is where people stall.\u003c\/p\u003e\n\n\u003cdiv style=\"background:#FFFFFF;border:1px solid #E3DDD1;border-radius:12px;padding:16px 18px;margin:10px 0;\"\u003e\n\u003cp style=\"margin:0;\"\u003e\u003cspan style=\"background:#F4EFE5;color:#EFA42D;font-weight:800;border-radius:6px;padding:2px 8px;margin-right:10px;\"\u003e01\u003c\/span\u003e\u003cstrong style=\"color:#16324F;\"\u003eImport\u003c\/strong\u003e · CSV, Excel, QFX, QBO or OFX from any bank or card. Older months load from the archived digital PDF, converted on your device. It checks the statement totals and balances before a single line goes in, and stops if they do not match.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv style=\"background:#FFFFFF;border:1px solid #E3DDD1;border-radius:12px;padding:16px 18px;margin:10px 0;\"\u003e\n\u003cp style=\"margin:0;\"\u003e\u003cspan style=\"background:#F4EFE5;color:#EFA42D;font-weight:800;border-radius:6px;padding:2px 8px;margin-right:10px;\"\u003e02\u003c\/span\u003e\u003cstrong style=\"color:#16324F;\"\u003eDecide\u003c\/strong\u003e · One transaction, one decision. Business, Personal, or Later, by mouse or by pressing B, P, L. Twelve charges from the same merchant arrive grouped, so one decision covers the year.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv style=\"background:#FFFFFF;border:1px solid #E3DDD1;border-radius:12px;padding:16px 18px;margin:10px 0;\"\u003e\n\u003cp style=\"margin:0;\"\u003e\u003cspan style=\"background:#F4EFE5;color:#EFA42D;font-weight:800;border-radius:6px;padding:2px 8px;margin-right:10px;\"\u003e03\u003c\/span\u003e\u003cstrong style=\"color:#16324F;\"\u003eExport\u003c\/strong\u003e · One .xlsx, three tabs: every transaction with its decision, the Schedule C summary, and everything still open listed separately with the reason it is open.\u003c\/p\u003e\n\u003c\/div\u003e\n\u003cdiv style=\"background:#FFFFFF;border:1px solid #E3DDD1;border-radius:12px;padding:16px 18px;margin:10px 0;\"\u003e\n\u003cp style=\"margin:0;\"\u003e\u003cspan style=\"background:#F4EFE5;color:#EFA42D;font-weight:800;border-radius:6px;padding:2px 8px;margin-right:10px;\"\u003e04\u003c\/span\u003e\u003cstrong style=\"color:#16324F;\"\u003eDeliver\u003c\/strong\u003e · The folder and the exact email that ask your preparer for a price, with organized records already in front of them, before the work starts. The move no other product includes.\u003c\/p\u003e\n\u003c\/div\u003e\n\n\u003cdiv style=\"background:#FAF7F0;border:1px solid #E3DDD1;border-radius:14px;padding:20px 22px;margin:20px 0;\"\u003e\n\u003cp style=\"color:#16324F;font-weight:800;font-size:16px;margin:0 0 8px;\"\u003eThe honest math\u003c\/p\u003e\n\u003cp style=\"font-size:15px;line-height:1.6;margin:0;\"\u003eBookkeepers who do this work quote around \u003cstrong\u003e$95 per 80 transactions\u003c\/strong\u003e, plus a setup fee. One real quote for a catch-up came to \u003cstrong\u003e$1,970.88\u003c\/strong\u003e that way. That is not a markup: it is the correct price for the hours. \u003cstrong style=\"color:#16324F;\"\u003eHere those hours are yours. You pay in time instead of money, and you keep the knowledge of where every number came from.\u003c\/strong\u003e And unlike every organizing system you have abandoned, this one is finite.\u003c\/p\u003e\n\u003c\/div\u003e\n\n\u003ch3 style=\"color:#16324F;font-size:20px;margin:22px 0 10px;\"\u003eWhat you get, instantly\u003c\/h3\u003e\n\u003cp style=\"line-height:1.9;font-size:15px;margin:0;\"\u003e\n\u003cspan style=\"color:#6B9080;font-weight:800;\"\u003e✓\u003c\/span\u003e \u003cstrong\u003eThe Three-Button Method\u003c\/strong\u003e · runs in your browser, installs on phone and desktop, keeps working offline\u003cbr\u003e\n\u003cspan style=\"color:#6B9080;font-weight:800;\"\u003e✓\u003c\/span\u003e \u003cstrong\u003eStart Here: the Click-by-Click Guide\u003c\/strong\u003e · every screen, every click, from first import to first export\u003cbr\u003e\n\u003cspan style=\"color:#6B9080;font-weight:800;\"\u003e✓\u003c\/span\u003e \u003cstrong\u003eThe Method\u003c\/strong\u003e · the order to work in, the four rules that keep a weekend from becoming a month, and what to do if you are more than a year behind\u003cbr\u003e\n\u003cspan style=\"color:#6B9080;font-weight:800;\"\u003e✓\u003c\/span\u003e \u003cstrong\u003eThe Line Finder\u003c\/strong\u003e · the printable cheat sheet. Three questions in order, 21 Schedule C lines in plain English, and the stop signs that tell you to flag it instead of guessing\u003cbr\u003e\n\u003cspan style=\"color:#6B9080;font-weight:800;\"\u003e✓\u003c\/span\u003e \u003cstrong\u003eThree Emails to Send\u003c\/strong\u003e · to the bank, to a vendor, to your preparer: the three places a catch-up stalls, unblocked\u003cbr\u003e\n\u003cspan style=\"color:#6B9080;font-weight:800;\"\u003e✓\u003c\/span\u003e \u003cstrong\u003eThe Weekly 10-Minute Module\u003c\/strong\u003e · a printable routine that keeps you current, so next year you are not starting over\u003cbr\u003e\n\u003cspan style=\"color:#6B9080;font-weight:800;\"\u003e✓\u003c\/span\u003e \u003cstrong\u003eThe practice file\u003c\/strong\u003e · 24 fictional transactions covering every path in the app, so you learn the flow before your real records touch the screen\n\u003c\/p\u003e\n\n\u003cdiv style=\"background:#6B9080;border-radius:14px;padding:18px 22px;margin:22px 0;\"\u003e\n\u003cp style=\"color:#FFFFFF;font-size:15px;line-height:1.6;margin:0;\"\u003e\u003cstrong\u003eYour bank data never leaves your device, and you can check that yourself.\u003c\/strong\u003e No account, no login, no bank connection, nothing uploaded. Open your browser's developer tools, leave the Network tab open, and run the whole thing: it stays empty. That is also why it keeps working with no internet at all.\u003c\/p\u003e\n\u003c\/div\u003e\n\n\u003ch3 style=\"color:#16324F;font-size:20px;margin:22px 0 10px;\"\u003eRead this before buying\u003c\/h3\u003e\n\u003cp style=\"font-size:15px;line-height:1.7;\"\u003e\n\u003cstrong\u003eThe work is yours.\u003c\/strong\u003e Plan on 10 to 15 hours for a year of typical volume, closer to 8 if it is light and closer to 20 if it is heavy. Anyone who says a year of books takes an afternoon has never done one.\u003cbr\u003e\n\u003cstrong\u003eIt does not connect to your bank, on purpose.\u003c\/strong\u003e That is why it cannot break, cannot leak, and never asks for credentials.\u003cbr\u003e\n\u003cstrong\u003eIt does not read scanned or photographed statements.\u003c\/strong\u003e No OCR: guessed numbers are worse than no numbers.\u003cbr\u003e\n\u003cstrong\u003eIt does not sync between devices.\u003c\/strong\u003e Your work lives in the browser you started in. Finish and export there.\u003cbr\u003e\n\u003cstrong\u003eIt is not tax advice and there is no accountant behind it.\u003c\/strong\u003e It organizes your records so a tax professional can file from them fast, with every uncertainty labelled. The goal is zero unlabelled problems, not pretending you have zero doubts.\u003cbr\u003e\n\u003cstrong\u003eIt is not enough on its own if penalties are already running.\u003c\/strong\u003e Speak to a person before you file. Organized records make that conversation shorter.\u003c\/p\u003e\n\n\u003cp style=\"font-size:14px;color:#6B9080;margin-top:18px;\"\u003eFor U.S. sole proprietors, 1099 contractors, and single-member LLCs filing Schedule C. Whether you are months behind or closing the current month.\u003c\/p\u003e\n\u003c\/div\u003e","brand":"ClarityPlano","offers":[{"title":"Default Title","offer_id":54374241108307,"sku":"CP-CATCHUP-DECK","price":58.95,"currency_code":"EUR","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1069\/5521\/1091\/files\/clarityplano-catch-up-system-what-you-get.jpg?v=1784812824","url":"https:\/\/clarityplano.com\/products\/catch-up-bookkeeping-system","provider":"ClarityPlano™","version":"1.0","type":"link"}