Financial Guides & Resources

A simple business income and expense tracker in Excel: log revenue and expenses by month across common Schedule C categories and see annual totals ready for tax time.

The partners and owners bundle: bring on a partner the right way, keep capital accounts in balance, and make sure your buy-sell agreement is current and funded.

A fixed asset register that tracks every business asset with tax depreciation, book value, and disposals, organized for your tax preparer.

A business insurance checklist covering 11 coverage types, common gaps, renewal prep, and a policy tracker.

An internal controls checklist with simple safeguards and a 20-minute monthly owner review that protect your business from theft and fraud.

A partnership capital account tracker for multi-member LLCs: allocate profit, track contributions and distributions, and keep owners in balance.

An owner pay calculator that shows how much you can safely pay yourself each month after taxes, debt, equipment, and a cash reserve.

An inventory tracking spreadsheet with reorder alerts, slow-moving flags, and a year-end count that ties inventory to cost of goods sold.

A job costing spreadsheet that compares estimated vs. actual cost and profit on every job, with percent complete and over/under billing.

Invoice collection templates and a receivables tracker that shows who owes you, how late they are, and exactly what to send next.

A 13-week cash flow forecast and playbook that shows a cash crunch three months early, while you still have time to act.

A business loan checklist and lender-ready package: a getting-started guide, loan package prep kit, business summary for lenders, and a financial workbook so you walk into the bank prepared.

A small business pricing calculator in Excel: find your break-even point, check product margins, model a price increase, and set a profitable hourly service rate.

A business budget template with a KPI dashboard: set your budget, enter actuals, compare budget vs. actual, and track the key performance indicators that matter.

A year-end close checklist and workbook: a month-by-month timeline, the five trouble areas, 1099 vendor review, adjusting entries, and what to send your preparer.

Small business tax planning before December 31: a planning playbook plus a tax projection workbook with scenarios, estimated payments, and an S corp estimator, so you know your tax bill while you can still change it.

A simple business income and expense tracker in Excel: log revenue and expenses by month across common Schedule C categories and see annual totals ready for tax time.

A free record retention guide: how long to keep business tax, payroll, and legal records, and what to keep permanently.

A fixed asset register that tracks every business asset with tax depreciation, book value, and disposals, organized for your tax preparer.

A lease vs. buy calculator that compares paying cash, taking a loan, or leasing equipment or a vehicle, after taxes and in today’s dollars.

Set and document an S corp reasonable salary, compare salary vs. distributions, track your basis, and reimburse yourself tax-free.

An inventory tracking spreadsheet with reorder alerts, slow-moving flags, and a year-end count that ties inventory to cost of goods sold.

Tax-ready books start here: take this free self-check, count your “No” answers, and see exactly what to clean up before you hand your books to a tax preparer.

A rental property spreadsheet and investor guide: analyze a deal before you buy, log income and expenses by property, build your Schedule E summary, and track depreciation.

A year-end close checklist and workbook: a month-by-month timeline, the five trouble areas, 1099 vendor review, adjusting entries, and what to send your preparer.

A small business sales tax guide: when you have to collect, how nexus works when you sell online or across state lines, and how to stay compliant.

The rental property investor bundle: run your rentals and project your taxes, with the Rental Property Investor Kit plus the Tax Projection Workbook.

A free small business tax calendar organized by type of tax (income, estimated, payroll, sales, and information returns) so you never miss a recurring deadline. Includes a calendar file you can import.

Got an IRS notice? This free guide explains the first five steps to take, what the most common notices mean (CP2000, CP11/CP12, CP3219A, Letter 566), and how to keep a paper trail.

A free mileage log template in Excel: log each business trip, apply the standard mileage rate, and get an automatic summary of your deductible miles.

A free tax document checklist and organizer: gather your W-2s, 1099s, self-employment records, investments, rental, home, family, health, and giving documents in one organized pass.

A home office deduction worksheet for self-employed and Schedule C business owners: figure your business-use percentage, log direct and indirect home expenses, and get an automatic deduction summary.

The partners and owners bundle: bring on a partner the right way, keep capital accounts in balance, and make sure your buy-sell agreement is current and funded.

A buy-sell agreement review kit: check whether your agreement’s price is current, find the insurance funding gap for each owner, and model installment buyouts.

A business partner equity kit: value your company, price the percentage, weigh what each person brings, and see if you come out ahead before you give up ownership.

A lease vs. buy calculator that compares paying cash, taking a loan, or leasing equipment or a vehicle, after taxes and in today’s dollars.

A business plan template with lender-ready financial projections: startup costs, funding, year one by month, and a three-year outlook.

A business continuity plan template for owners: tell your family and partners where everything is, and who to call, if you can’t run the business.

A business loan checklist and lender-ready package: a getting-started guide, loan package prep kit, business summary for lenders, and a financial workbook so you walk into the bank prepared.

A business exit planning kit: compare exit options, see what buyers look for, review earnings adjustments, and follow a three-year readiness plan with a checklist and workbook.

A due diligence checklist for buying a business: the financial documents to request, three tests to run, red flags, seller questions, and a workbook to check revenue, add-backs, and affordability.

A rental property spreadsheet and investor guide: analyze a deal before you buy, log income and expenses by property, build your Schedule E summary, and track depreciation.

The rental property investor bundle: run your rentals and project your taxes, with the Rental Property Investor Kit plus the Tax Projection Workbook.

A business plan template with lender-ready financial projections: startup costs, funding, year one by month, and a three-year outlook.

Start a business in Missouri with a clear, step-by-step guide: choosing an entity, registering with the Secretary of State, getting an EIN, state tax accounts, licenses, and setting up your books.

Start a business in Kansas with a clear, step-by-step guide: choosing an entity, registering with the Secretary of State, getting an EIN, Kansas tax registration, licenses, and setting up your books.

Bookkeeping practice templates for independent bookkeepers: client onboarding checklist, document request list, cleanup scoping and pricing calculators, a month-end close tracker, and QuickBooks/Xero and Excel guides.

A client advisory meeting kit for bookkeepers and accountants: agendas, a monthly reporting pack, scripts, and pricing to turn reports into paid advice.