Year-End Close & 1099 Kit
A November-to-January close timeline, the 1099 rules in plain English, and a vendor tracker that flags who needs a form.
What is inside and how to use itFree Tools for Small Business Owners
Practical checklists and spreadsheets for the numbers and back office of a small business, built to run on your own. Every one downloads directly, with no email required. The spreadsheets open in Excel, Google Sheets, or Numbers.
Job Costing & Pricing Sheet
Work out your true cost per billable hour, your break-even rate, and the price that hits your target margin, then quote a job from it.
What is inside and how to use itAutomation Audit Scorecard
Score your recurring tasks by cost, readiness, and effort to see what to automate first and what to standardize before automating.
What is inside and how to use itMonthly Bookkeeping Checklist
The month-end close in the order we run it in QuickBooks Online, as an interactive checklist and a printable PDF.
What is inside and how to use itMid-Year Q3 Planning Checklist
A one-page review of cash, pricing, and operations to run before the second half of the year.
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