Helpful resources - minus the mumbo jumbo
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.
Bookkeeping Resources
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.
Messy Books Scorecard
Are your books in decent shape, or are they quietly plotting against you?
Here you go!
Month-End Checklist
Essential tasks each month to keep your books organized & on track.
Almost there!
Your Basic Financial Reports
A simple, plain-english overview of your P&L, Balance Sheet & Cash Flow reports.
Here you go!
Small Business Resources
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
Paying someone as a contractor doesn't automatically make them one. These guides cover 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.
(click each image to enlarge or download)
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 Resources
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.
Checklists & Cheat Sheets
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.
Personal Taxes Checklist
Use this checklist to get together what you'll need for your personal taxes and avoid any last-minute scrambling.
Thank you for your purchase!
SE Taxes Checklist
Use this checklist to help get your business income, expenses and deductions together before tax time.
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Taxes Cheat Sheet (2025)
A quick-reference for which tax bracket you may fall in, deduction amounts and credit limits for tax year 2025.
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Handy Dandy Calculators & Tools
Because if someone's already doing the math, we don't need to reinvent it. Whether you need to estimate your taxes, crunch some business numbers or figure out what that side hustle is actually earning you, these handy third-party calculators can help take some of the guesswork out of your finances.
Use this 1099 tax calculator to get an estimate of what your tax bill or refund could be (keepertax.com).
Use this income tax calculator to see an estimate of your tax bill or refund with both 1099 and W-2 income (keepertax.com).
If you missed a quarterly tax payment, use this tool to estimate the IRS & state underpayment penalties you might owe, and how to reduce them (keepertax.com).
Filing late happens. Use this tool to see how much you might owe for IRS federal or state penalties and interest (keepertax.com).
Select your state and see the info on deadlines, rates and whether you might owe anything (keepertax.com).
In general, it's recommended to set aside 25-30% of your 1099 income for SE taxes. Use this calculator to get an idea of what you might owe at the end of the year (keepertax.com).
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