Taxes & Financials

Just starting out on your small business journey?Ā Start out strong with a rock-solid understanding of your financials!

Workbooks, Checklists, & Guides

Tax Preparedness Checklist for Small Businesses

Getting ready to dive into tax season? Use this helpful checklist to make sure you have all the documents you need to make sure the job gets done, whether you're working with a professional or doing it yourself!

$4.99 USD

Financial Literacy Guide for Small Business Owners

 Need a crash course on important financial and accounting terms that you can refer back to time and time again? Let us help with this simple, easy-to-follow literacy guide!

$14.99 USD

The Big List of Deductible Expenses

Taxes can be terrifying... but they don't have to be! We've pulled together a massive (but not exhaustive) checklist of deductible expenses for you to reference as you start pulling together your receipts for next tax season. 

$9.99 USD

When Should I Hire an Accountant?

Wondering if it's time pass your financials off to a professional, but not sure if it's worth the cost? Let our Q&A worksheet help you understand the benefits of hiring an accountant to handle your small business's taxes, strategic financial planning, financial statements, and more!

$3.99 USD

Creating and Analyzing a Profit and Loss Statement

No more wondering where your money goes each month- with this easy guide, you'll learn how to put together your very own Profit & Loss Statement, while understanding how each component affects your business.  Download both the spreadsheet and the workbook in this guide for step-by-step help!

$14.99 USD

Understanding W2 vs 1099 When Hiring

You're ready to hire your first employees or freelancers, but do you know how to classify them for tax purposes? Let us run you through the main differences between W2 employees and 1099 freelancers/workers to help you better understand who is who and how to reduce any potential tax liability from misclassifying employees.

$4.99 USD