Tools to Run Your Business Finances with Confidence
Templates, spreadsheets, checklists, and courses — built by a 25-year accounting pro, designed for real business owners.
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Templates & Guides
QuickBooks Online Setup Guide
Step-by-step guide to setting up QuickBooks Online correctly from day one. Includes chart of accounts templates for service and product-based businesses.
- 70+ page PDF guide
- 10 in-depth chapters
- Chart of accounts templates (2)
- Reconciliation & year-end checklists
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Spreadsheets
Monthly Bookkeeping Spreadsheet
A done-for-you Google Sheets bookkeeping template. Track income, expenses, and cash flow with automatic monthly summaries — no accounting software needed.
- Google Sheets template
- Income & expense tracker
- Auto-calculating P&L
- Instructions PDF
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Spreadsheets
Contractor Job Costing Template
Built specifically for contractors and builders. Track labor, materials, and overhead per job to know exactly which projects are profitable.
- Google Sheets template
- Per-job cost tracking
- Labor & materials breakdown
- Profit margin calculator
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Templates & Guides
Tax Deduction Checklist for Small Business
Never miss a deduction again. This comprehensive checklist covers 50+ deductions for small business owners, freelancers, and self-employed professionals.
- 50+ deduction checklist
- Home office calculator
- Vehicle deduction worksheet
- Year-end tax prep guide
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Spreadsheets
Cash Flow Forecast Template
Plan 12 months ahead with this easy-to-use cash flow forecasting spreadsheet. Know when cash will be tight before it becomes a crisis.
- 12-month forecast template
- Scenario planning tool
- Break-even calculator
- Instructions PDF
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Video Courses
Bookkeeping Basics Video Course
A complete beginner-to-confident video course on bookkeeping for small business owners. Learn to read your financials, categorize transactions, and close your books monthly.
- 8+ hours of video content
- Downloadable workbook
- Practice exercises
- Lifetime access
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Templates & Guides
Payroll Setup Checklist
Everything you need to set up payroll correctly the first time. Covers employee vs. contractor classification, federal and state requirements, and payroll software setup.
- Step-by-step checklist
- Employee vs. contractor guide
- State payroll requirements list
- Payroll software comparison
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Spreadsheets
Restaurant Food Cost Calculator
Calculate your true food cost per menu item and set prices that protect your margins. Built for restaurants, food trucks, caterers, and bakeries.
- Recipe cost calculator
- Menu pricing tool
- Food cost % tracker
- Waste & spoilage log
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Templates & Guides
New Hire Paperwork Checklist
Onboard every new employee the right way. Covers every federal and state form, benefits enrollment, direct deposit, and systems access — so nothing falls through the cracks.
- 20+ item onboarding checklist
- W-4, I-9 & state form guide
- Benefits enrollment checklist
- Contractor vs. employee section
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Spreadsheets
Annual Budget Template
Plan your entire year with this done-for-you 12-month budget spreadsheet. Track revenue, expenses, and variances month by month — and know exactly when you're off track.
- 12-month budget planner
- Revenue & expense tracker
- Monthly variance reporting
- Year-over-year comparison
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Templates & Guides
Business Entity Comparison Guide
Sole prop, LLC, S-Corp, or C-Corp? This plain-English guide breaks down every entity type — taxes, liability, cost, and complexity — so you can make the right call.
- Side-by-side entity comparison
- Tax treatment breakdown
- Decision flowchart
- S-Corp savings calculator
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Templates & Guides
Year-End Tax Prep Checklist
Walk into tax season completely prepared. This year-end checklist covers every document, deadline, and action item — from reconciling your books to handing off to your CPA.
- 30+ action item checklist
- Document collection guide
- 1099 & W-2 deadline tracker
- CPA handoff package guide
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25+ Years of Experience
Every product is built from real-world accounting expertise — not generic advice.
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