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$2,010 pledged of $3,750 goal
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All or nothing. This project will only be funded if it reaches its goal by .

$2,010 pledged of $3,750 goal
backers

All or nothing. This project will only be funded if it reaches its goal by .

About

 THE MODERN LEDGER

Stay on top of everything this busy season.

This notebook has been designed and tested by fellow accountants to help get more work done throughout the day. It includes six different page layouts to help everyone working in the accounting field. It also has a diverse reference section we have all contributed to that helps provide time-saving advice.

 

Every backer will receive a free PDF version of the notebook at the end of the campaign to print out on letter size paper!

Two color choices
Two color choices

 

I have worked in public accounting for 13 years and each year I look for ways to make the busy season more efficient.  I decided that a notebook would help me organize everything I needed to know and keep track of it all in one place.  I have been working with over a dozen colleagues to design and test all the different layouts that will be the most helpful.

I have used apps and spreadsheets to track things in the past, but there is something to be said for getting things down on paper. Many experts agree that the act of writing helps to remember them later and avoid open loop thought patterns. It is also nice to have a notebook with face-to-face meetings when a laptop may prove to be a distraction.

The accounting offices I worked in would always stock the cheap paper notepads to use at meetings and training. But when it came time to recall the information, it was always missing or poorly organized. The Modern Ledger is made to help with this and as I am a fan of high-quality stationery products, this notebook uses a 110gsm smooth white paper and is perfectly stitched together so that it lays flat.

TABLE OF CONTENTS

Blue Tab Index helps to keep everything organized.
Blue Tab Index helps to keep everything organized.

Each of the six sections is laid out in such a way to capture the most important information and organize it to be useful in the future. By collaborating with fellow accountants, we have made the sections suitable across many fields of work. 

MEETING NOTES

Meeting Notes layout designed by fellow accountants
Meeting Notes layout designed by fellow accountants

TO-DO LIST

Separate current tasks from future tasks with due dates, and a new 'delegated to' section.
Separate current tasks from future tasks with due dates, and a new 'delegated to' section.

WEEKLY PLANNER

Keep upcoming due dates organized with the unique page layouts that are un-dated for use anytime in the year.
Keep upcoming due dates organized with the unique page layouts that are un-dated for use anytime in the year.

TIME TRACKER

Field-tested layout to track projects and clients to avoid the end of the week admin task of filling in your time-sheet.
Field-tested layout to track projects and clients to avoid the end of the week admin task of filling in your time-sheet.

ADDITIONAL DETAILS

  • 240 Pages
  • 5.8in x 8.3in (A5 Size)
  • Layflat Binding
  • 2 Cover Colors
  • Bright-white smooth paper
  • Offset digital printing
  • Pen Loop, Back Envelope and Business Card Holder will be added on with stretch goals if met

TO-DO LISTS

Future To-Do List Section
Future To-Do List Section

MEETING NOTES

Record the key items from each meeting
Record the key items from each meeting

WEEKLY SCHEDULE

GRID LAYOUT

Square Grid used for T-charts and 2 column ledger
Square Grid used for T-charts and 2 column ledger

DOT-GRID

Dot Grid is perfect for training notes
Dot Grid is perfect for training notes

QUICK REFERENCE SECTION

Excel Shortcut List
Excel Shortcut List

 

Useful Accounting Formulas
Useful Accounting Formulas

 

Monthly Close Checklist
Monthly Close Checklist

ADDITIONAL RESOURCES

  • Useful Websites
  • List of 2018 US Tax Forms
  • Tax Calendar Due Dates
  • Useful Accounting Formulas
  • Industry Benchmark Ratios
  • Monthly Close Checklists
  • More resources to come as the campaign continues

After talking to like-minded professionals, Kate Matsudaira from Google had this to say about using notebooks in a digital era:

“Pen and paper will always be around for the simple reason that no one wants to be typing on their computer or using their phone when they are sitting across the table from someone important. Typing while someone is talking to you can display a negative image, but with writing, it is out of the way and acceptable.”

 

 

The reason I am using this crowdfunding site is the simple fact that I want to make something accountants truly want.  It is easy to print a book and then work on a marketing angle to help sell them.  I want the books to include everything that we all need in our daily jobs, and if enough of us want them to be made, then they go to the printers.

I also believe that we as a group working on this together at the same time, will make this a much better notebook.  With everyone contributing and providing feedback we can add or remove as needed before production.

I started my small company, Original Content Books, in 2016 here on Kickstarter with my last project called The Notebook Folio.  These folios hold notebooks like the Modern Ledger.

Notebook Folio also available as a reward
Notebook Folio also available as a reward

 

Matte Black Faux Leather or Crosshatch Grey Folio Choices
Matte Black Faux Leather or Crosshatch Grey Folio Choices

 

Custom embossing available for accounting firms
Custom embossing available for accounting firms

 

Risks and challenges

With most Kickstarter projects, the largest risk lies in the manufacturing. I completed a successful project last year and had great reviews of my Notebook Folio project so I am familiar with the processes, and areas of greatest risk. To avoid delays and problems, I have picked a highly reputable notebook company that has a track record of producing solid, high-quality products in a timely manner.

I also have several backup printers available in case the worst should happen.

I have backed 36 other projects and have seen the many obstacles other creators have encountered with similar products. I have front-loaded the detail work in making these products and I am confident I will not run into many of the same problems.

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    Pledge $19 or more About $19

    Early Bird - 1 Modern Notebook

    One notebook with your choice of cover color at the end of the campaign.

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    For more notebooks, just add $19 for each.

    Estimated Retail $30

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    Pledge $25 or more About $25

    1 Modern Notebook

    One notebook with your choice of cover color at the end of the campaign.

    For additional notebooks, just add $25 for each one.

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    Estimated Retail $30

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    Pledge $40 or more About $40

    Modern Ledger and Folio Case

    1 Modern Ledger and 1 Notebook Folio

    Keep all your tools organized with our Notebook Folio which we launched on Kickstarter in 2016! Two cover color choices Matte Black and Crosshatch Grey.

    Includes one notebook with your choice of cover color at the end of the campaign.

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    Estimated Retail - $50

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