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Cheat sheet

Bookkeeping terms in plain English

How to use this cheat sheet

Offer this glossary to owners who feel lost in accounting language. It is short enough to save, and it shows you can explain money simply.

What is inside

The statementsProfit and loss
Everyday termsAccruals basis. Recording income and costs when they happen, not when the money moves.
Profit and costsRevenue. Everything you earned from sales, before any costs.
Owners, tax and paperworkOwner drawings. Money the owner takes out of the business.
Checking your recordsReconciliation. Checking your records against the bank statement so they agree.
Often mixed upRevenue and profit

Three title ideas for your own version

Bookkeeping terms in plain English
The small business money glossary
What your accountant means

Where to promote it

LinkedInsmall business groupsclient newsletters

Why does a glossary work as an accountant lead magnet?

Many owners never learned accounting terms and are embarrassed to ask. A plain glossary helps at once and asks for nothing except an email address.

Make this cheat sheet your own

The sample above is a real page. Press Use this template, sign up, and it appears in your account with this text and look, ready to edit. Change the words, add your own details and publish it.

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