AI Tools for Bookkeepers & Business Owners

Curated tools, time-saving templates, and automations to simplify your back office.

Explore the Toolkit

Discover curated tools, templates, and tips to simplify your back office and save hours every week.

Ready to Work Smarter?

Get our favorite AI tools + templates for your back office — free.

About Us

Supporting Bookkeepers & Small Businesses Since 2000

Free Download: The AI Cheat Sheet for Bookkeepers & Business Owners

Work smarter, not harder.

Get instant access to our curated list of the best AI tools, templates, and automations that will save you time, reduce manual work, and help streamline your back office.

What’s Inside:

  • Top AI tools for bookkeeping, admin, and automation

  • Free Notion templates, swipe files & workflows

  • Simple automation ideas that actually work

Whether you’re just starting or scaling up — this cheat sheet is your shortcut to getting organized and working efficiently with AI.

Grab Your Free Copy

No fluff. No spam. Just real value for your workflow.

Explore the Toolkit

Tools, templates, and tips — curated to simplify your back office.

Whether you’re a bookkeeper, business owner, or freelancer, the right systems can save you hours every week. This toolkit brings together our favorite AI-powered apps, plug-and-play templates, and automation tips to help you stay focused on what really matters.

Top AI Tools

Supercharge your workflow with AI tools built for efficiency — from bookkeeping assistants to task automation and admin clean-up.

Examples include:

  • AI for invoice processing

  • Chatbots for client communication

  • Automated report generators

Free Templates

Instantly usable templates that streamline your processes. Perfect for Notion users, SOP lovers, and anyone who wants to stop reinventing the wheel.

What you’ll find:

  • Bookkeeping dashboards

  • Client onboarding flows

  • Email automation sequences

  • Swipe files and plug-and-play tools

Weekly Tips

Automation and productivity tips delivered straight to your inbox. No fluff. Just practical ideas you can implement today.

Ready to Start?

Grab the free AI cheat sheet to get instant access to our top tools + templates — and start working smarter.

About Us

Supporting Bookkeepers & Small Businesses Since 2000

Jan Haugo & Associates has been specializing in personalized bookkeeping and accounting services throughout the Phoenix area for over two decades.Led by Jan Haugo, our team is passionate about empowering bookkeeping professionals and small business owners to thrive — not just survive. We’ve proudly supported the industry through key initiatives like ICBUSA, Bookkeepers Revolution, and our active USA Bookkeepers Facebook community.Whether you’re a solo bookkeeper, part of a growing firm, or a business owner juggling the back office, we're here to provide tools, guidance, and community that actually move the needle.

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At [Your Business Name] ("we", "our", "us"), we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [yourdomain.com], use our services, or interact with us in any other way.

1. Information We Collect

We may collect the following types of information:

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7. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated "Effective Date."

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Terms and Conditions

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Welcome to [Your Business Name] ("we", "our", or "us"). By accessing or using our website [yourdomain.com] (the "Site"), you agree to comply with and be bound by the following terms and conditions. Please read them carefully.

1. Use of the Website

By using this Site, you confirm that you are at least 18 years old or have the permission of a legal guardian.You agree to use this Site only for lawful purposes and not to use it in a way that violates any laws, infringes on anyone’s rights, or restricts others from using it.

2. Intellectual Property

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