Free personalized checklist · Created by a CPA

Get your financial ducks in a row with a checklist built for your shop

Answer a few quick questions about what you sell, where you sell, and where you're based. You'll get the exact setup steps that apply to you, and skip the ones that don't.

Build my free roadmap How it works

For Etsy, Shopify, Amazon, craft show, and online sellers

Based in Texas | Physical products | Etsy
14
steps on your pathacross 7 areas, picked for your shop
Sales tax
Register for your Texas sales tax permit
Note your sales tax filing due dates
Bookkeeping
Choose and set up a bookkeeping system
Put a recurring bookkeeping date on your calendar
Not on your list:Sales tax on your own store, since Etsy collects for you

How it works

1
Answer a few quick questions

Your state, what you sell, where you sell it, and how your business is set up.

2
Get your personalized roadmap

Only the steps that apply to your shop, each with a quick note on why it matters.

3
Save it and start checking things off

Download it as a PDF, and I'll email you a link so you can come back to it anytime.

Everything on the financial side of your shop

Your roadmap pulls from all seven areas, then trims out anything that doesn't fit how you sell.

Banking

Separating business and personal money

Bookkeeping

A system you'll actually keep up with

Sales tax

Permits, filing, and what Etsy handles for you

Licenses & structure

Local permits and the "do I need an LLC" question

Income tax

Your EIN and the Schedule C

Saving for taxes

How much to set aside, and quarterly taxes

Inventory

Tracking stock and your year-end count

Not another one-size-fits-all checklist

Most "getting started" checklists hand everyone the same list and leave you to figure out which parts apply. So you Google each one, find six different answers, and end up more confused than when you started.

Your roadmap does the sorting for you. If you sell digital products, inventory drops off. If you live in a state without sales tax, you'll see that instead of a permit step. And it tells you why something isn't on your list, so you're not left wondering.

Not on your list, and why
Janet LeBlanc, CPA, teaching a workshop

Hey, I'm Janet LeBlanc.

I'm a CPA, and I started selling on Etsy back in 2011. I know firsthand how confusing it is to go from "I made a sale!" to "wait, what am I supposed to do about taxes?"

Since 2014, Paper + Spark® has helped makers and online sellers get the money side of their shops sorted, in plain English. This roadmap is the first step I'd want every new seller to take.

Stop the search. Start with your list.

It's free, it's built for your shop, and it'll be waiting in your inbox when you need it again.

Build my free roadmap

General guidance vetted by a CPA, not tax advice for your specific situation.