{"title":"Business \u0026 Bookkeeping Templates","description":"","products":[{"product_id":"meeting-notes-on-autopilot","title":"Meeting Notes on Autopilot: AI Meeting Notes for People Who Have Never Used AI","description":"\u003cp\u003eTurn long meetings into clear, professional recaps — in about ten minutes.\u003c\/p\u003e\n\u003cp\u003eMeeting Notes on Autopilot (Beginner Edition) is a step-by-step digital guide that shows complete beginners how to use AI assistants like ChatGPT or Claude to turn a meeting transcript into a polished recap: a short summary, the decisions made, action items with owners and due dates, open questions, and a ready-to-send follow-up email.\u003c\/p\u003e\n\u003cp\u003eNo technical experience needed. No jargon. Just simple steps and copy-and-paste prompts you can reuse for every meeting.\u003c\/p\u003e\n\u003cp\u003eWhat you'll be able to do\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eGet a transcript from Zoom, Microsoft Teams, or Google Meet — or paste your own notes\u003c\/li\u003e\n\u003cli\u003eUse one simple prompt to organize it into a clean recap\u003c\/li\u003e\n\u003cli\u003eCheck the result for mistakes in under a minute\u003c\/li\u003e\n\u003cli\u003eSend a professional follow-up your team can actually act on\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eWhat's inside\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003eStart Here: your first AI meeting recap in 10 minutes\u003c\/li\u003e\n\u003cli\u003eThe only prompt you need — plus extra prompts for later\u003c\/li\u003e\n\u003cli\u003eA full worked example, including the mistakes AI can make and how to catch them\u003c\/li\u003e\n\u003cli\u003eReusable recap and follow-up email templates\u003c\/li\u003e\n\u003cli\u003eA four-point review checklist\u003c\/li\u003e\n\u003cli\u003ePrivacy, permission, and consent guidance\u003c\/li\u003e\n\u003cli\u003eA seven-day beginner plan\u003c\/li\u003e\n\u003cli\u003eA plain-English AI glossary and a printable one-page cheat sheet\u003c\/li\u003e\n\u003c\/ul\u003e\n\u003cp\u003eWho it's for\u003cbr\u003eProject managers, team leads, coordinators, executive assistants, small-business owners, consultants, freelancers, and anyone who spends too long writing up meetings — especially if you're new to AI.\u003c\/p\u003e\n\u003cp\u003eGood to know\u003cbr\u003eAI creates the first draft; you stay in control. The guide shows you exactly how to review names, dates, decisions, and owners before you send anything. It does not promise perfect AI accuracy or guaranteed results.\u003c\/p\u003e\n\u003cp\u003eFormat and delivery\u003cbr\u003eInstant digital download (PDF). No physical item is shipped. Readable on phone, tablet, or computer. Access is provided after purchase through this store's digital-delivery system.\u003c\/p\u003e","brand":"PDF Guide Room","offers":[{"title":"Default Title","offer_id":54996843561252,"sku":null,"price":19.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1013\/8130\/8708\/files\/MeetingNotesonAutopilot-AIMeetingNotesforPeopleWhoHaveNeverUsedAI_41484308-c5a7-4e75-8b5e-cbc704d6d35b.png?v=1781623150"},{"product_id":"ai-bookkeeping-in-a-box","title":"AI Bookkeeping-in-a-Box: Monthly Bookkeeping System for Service Businesses","description":"\u003cp\u003eStop dreading bookkeeping. AI Bookkeeping-in-a-Box is a complete, do-it-yourself\u003cbr\u003emonthly system built for service businesses — contractors, cleaners, salons,\u003cbr\u003econsultants, agencies, photographers, and other owner-operators — so you can turn\u003cbr\u003ereceipts, invoices, and bank exports into organized books and tax-ready reports\u003cbr\u003ewithout hiring a full-time bookkeeper.\u003c\/p\u003e\n\u003cp\u003eWHAT YOU GET\u003cbr\u003e• 57-page step-by-step guide (PDF) — set up your books and run a clean month in 60–120 minutes\u003cbr\u003e• Excel workbook with 20 ready-to-use tabs — receipt log, transaction review, bank\u003cbr\u003e  reconciliation, accounts receivable with auto-aging, KPI dashboard, and more (formulas built in)\u003cbr\u003e• 15 individual spreadsheet templates\u003cbr\u003e• 35 copy-and-paste AI prompts for categorizing transactions, reading receipts,\u003cbr\u003e  chasing invoices, and prepping questions for your accountant — safely\u003cbr\u003e• 5-page Quick Start guide so you can begin in minutes\u003c\/p\u003e\n\u003cp\u003eWHY OWNERS LOVE IT\u003cbr\u003e• Beginner-friendly — every term is explained as it appears\u003cbr\u003e• A repeatable monthly routine that replaces tax-season panic\u003cbr\u003e• Built-in “ask a professional” checkpoints so you stay on the safe side\u003cbr\u003e• Works in Microsoft Excel (also opens in Google Sheets \u0026amp; LibreOffice)\u003c\/p\u003e\n\u003cp\u003eInstant digital download. One purchase covers one business.\u003c\/p\u003e\n\u003cp\u003eEducational information only — not legal, tax, accounting, or financial advice.\u003cbr\u003eReview important decisions with a qualified professional. All examples are fictional.\u003c\/p\u003e","brand":"PDF Guide Room","offers":[{"title":"Default Title","offer_id":55117440778532,"sku":null,"price":39.0,"currency_code":"USD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/1013\/8130\/8708\/files\/FrontPage.png?v=1781759421"}],"url":"https:\/\/pdfguideroom.com\/collections\/business-bookkeeping-templates.oembed","provider":"PDF Guide Room","version":"1.0","type":"link"}