Bookkeeping, taxes and running a small business can come with a lot of questions.
These free resources are here to help you get organized and give a little more clarity to your financials.
Better books start with better habits.
Good bookkeeping is knowing what your business earned, where the money went and whether your numbers are actually telling you something useful.
These resources will help keep your records organized and your tax-season panic to a minimum.
Part of keeping tabs on how your business is doing is keeping tabs on your numbers. Use this checkup every quarter (3 months) to catch missed problems, see your progress and help make future decisions.
Best for: Business owners who haven't set up a quarterly review routine yet.
Running the business behind your business.
Running a small business means somehow becoming responsible for paperwork, taxes, software, record-keeping and a bunch of other jobs nobody mentioned in the brochure.
These resources are here to help make the behind-the-scenes side of your business a little easier.
Contractor vs Employee Basics - COMING SOON
Paying someone as a contractor doesn't automatically make them one. This quick guide covers the basics of worker classification and some things that can help you decide which one your worker falls into.
Best for: Business owners who hire help or are thinking about it.
Recommended Tools & Software - COMING SOON
There are approximately 9 million apps promising to make running a business easier. These are the tools & apps we actually use, like and recommend to our clients.
Best for: Business owners looking for a great tech stack without the hours of research.
Tax season is easier when you know what you need before you need it.
These tax resources can help you get organized, understand the basics and avoid at least some of the annual "where the hell did I put that?!" tax-season scramble.
Tax Year 2025 Cheat Sheet
We dug through 19,000 IRS pages so you don't have to (just kidding, but it sure felt like that many). A quick-reference guide for some of the tax numbers, limits and deadlines you might need for tax year 2025.
Best for: Taxpayers & small business owners who want all the important info in one place.
Tax Year 2025 Checklist (Personal Taxes)
Not sure what all to gather up for tax time? Use this checklist to get organized for your personal taxes, whether you do them yourself or hand them off to a super awesome tax-wrangler.
Best for: Getting ready to file your personal income tax return(s).
Tax Year 2025 Checklist (Self-Employed Taxes)
Not sure what all to gather up for tax time? Use this checklist to get organized for your small business and personal taxes, whether you do them yourself or hand them off to a super awesome tax-wrangler.
Best for: Getting ready to file your small business + personal income tax return(s).
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