Free download
The CPA-Ready Business Finance Starter Kit
A practical, advisor-grade workbook for owners and founders — the foundations your CPA wishes every client showed up with. Books, taxes, cash flow, and entity decisions, in one place.
- Monthly bookkeeping rhythm
- Tax-ready document checklist
- Entity & S-Corp decision guide
- Cash flow & owner pay basics
No signup required. Informational only — consult your CPA for advice.
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Professional Guides & Checklists
Curated guides, workbooks, and checklists built for business owners, freelancers, and founders. Coming soon.
New · Premium release
The Small Business Tax & Profit Playbook
Strategies, deductions, and cash-flow systems for owners who want to keep more of what they earn. Written in the practical, advisor-grade style your CPA would actually hand you.
- 80+ deductions most owners miss
- Quarterly tax & estimated payment playbook
- Entity-by-entity profit strategies (LLC, S-Corp)
- Cash flow, owner pay, and reinvestment frameworks
Premium bundle
Tax & Bookkeeping Resource Library
Our complete advisor-grade collection — every premium asset an owner needs to run clean books, lower taxes, and recover messy ledgers, in one bundle.
- Small Business Tax & Profit Playbook (PDF)
- Premium Bookkeeping Template Pack (PDF + Excel)
- Definitive Bookkeeping Cleanup & Recovery Guide (PDF)
- Lifetime access · advisor-grade systems in one library
Landlord Tax Guide
Coming SoonStartup Accounting Guide
Coming SoonPayroll Compliance Guide
Coming SoonS Corp Tax Planning Guide
Coming SoonHow to Choose a CPA Near You
Coming SoonIRS Audit Preparation Checklist
Coming Soon
Free download
The Bookkeeping Template Pack — Starter Kit
A ready-to-use pack of bookkeeping templates and checklists to keep your books accurate, consistent, and CPA-ready — no spreadsheet wrangling required.
- Plug-and-play templates for owners & advisors
- Monthly close & reconciliation checklists
- Income, expense, and cash-flow trackers
- Easy to customize · Google Sheets friendly
No signup required. Informational only — consult your CPA for advice.
Premium upgrade
The Premium Bookkeeping Template Pack
The advanced edition of our template pack — packed with automated dashboards, multi-account reconciliations, and CPA-ready reporting workbooks for serious owners and bookkeepers.
- Automated P&L, balance sheet & cash-flow dashboards
- Multi-account reconciliation & journal templates
- Owner pay, tax savings & profit-first trackers
- Both PDF reference guide & Excel workbook included
Just $7
Business Tax Deduction Checklist
A CPA-curated checklist of 80+ business deductions most owners miss — organized by category so you can sweep it before filing and keep more of what you earn.
- 80+ commonly missed write-offs
- Organized by category (home office, vehicle, travel, more)
- Quick reference for filing & quarterly planning
- Plain-English notes on documentation requirements
New release
The Definitive Bookkeeping Cleanup & Recovery Guide
The CPA's step-by-step playbook for diagnosing messy books, reconstructing missing history, and restoring a clean, audit-ready ledger — without starting from scratch.
- Diagnose & scope any bookkeeping cleanup engagement
- Reconstruct missing transactions & reconcile accounts
- Fix misclassified entries, duplicates & opening balances
- Deliver clean, audit-ready financials to clients or your CPA
Just $39
The Freelancer Tax Guide
The practical tax playbook for freelancers, contractors, and solo creatives — deductions, quarterly estimates, and self-employment strategies that keep more money in your pocket.
- Self-employment tax & quarterly estimate playbook
- Home office, mileage, and freelancer-specific deductions
- Retirement & health insurance strategies (SEP, Solo 401k, HSA)
- Recordkeeping & invoicing systems that survive an audit
Premium · Seasonal release
The Year-End Tax Planning Guide
The CPA's December playbook — practical strategies to reduce your tax bill before the year closes, with clear moves for owners, freelancers, and W-2 earners alike.
- Income & expense timing moves before December 31
- Maximize deductions, credits & retirement contributions
- Capital gains, loss harvesting & investment strategies
- Charitable giving and entity-level year-end checklists