Practical Tools to Help You Run Your Finances With Confidence
Free guides, e-books, and ready-to-use templates built from what we see working, and failing, in growing businesses every day. No account required for templates. E-books are delivered by email.
Guides & E-books
The Business Entity Structure Playbook
Our blog article gives you the comparison. This playbook goes...
The Sales Tax Survival Guide for Multi-State Businesses
Our blog article explains what nexus is. This guide goes...
The Small Business Owner’s Guide to Financial Statements
Our blog articles cover the P&L and the balance sheet...
The Cash Flow Survival Guide for Growing Businesses
This guide goes beyond the basics of forecasting covered in...
The Payroll Compliance Handbook for US Small Businesses
This handbook is built as a reference you keep open...
The Month-End Close Playbook for Growing Businesses
Our blog checklist covers what to do at close. This...
The Complete Guide to Accounting Process Outsourcing
This e-book goes further than our blog introduction to APO....
Free Templates
Quarterly Estimated Tax Payment Tracker
A ready-to-use balance sheet with Assets, Liabilities, and Equity sections...
Simple Balance Sheet Template
A ready-to-use balance sheet with Assets, Liabilities, and Equity sections...
Simple 13-Week Cash Flow Forecast Template
A rolling 13-week forecast with editable input rows (shaded yellow)...
Vendor Invoice and Accounts Payable Tracker
A working tracker with two example rows (clearly marked for...
Chart of Accounts Template
A complete, ready-to-adapt chart of accounts spanning Assets (1000 to...
Month-End Close Checklist Template
A 30-line checklist covering every stage of month-end close, grouped...
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