Resources

Guides worth keeping.

Plain-English guides we wrote for small-business owners, free to download. No sign-up wall and no jargon. Just the things we find ourselves explaining to owners again and again, written down.

The Small Business Bookkeeping Checklist

The monthly, quarterly, and annual rhythms that keep an owner's books clean, plus the foundations to set up first and the common mistakes to avoid. A working document you can print and check off, and a clear picture of what clean books buy you at tax time.

PDF · 8 pagesDownload

A Plain-English Guide to Choosing Your Business Entity

Sole proprietorship, LLC, and the S corporation election, explained in concepts rather than numbers. It separates legal form from tax treatment, clears up the common myths, and gives you the questions to bring to your accountant. Educational, not tax advice.

PDF · 10 pagesDownload

Before & After: What Organized Books Change at Tax Time

One filing season told twice: the owner with a shoebox of receipts and the owner who closes the books every month. Same business, two very different Aprils. An illustrative look at what a steady rhythm actually changes.

PDF · 6 pagesDownload

These guides are general educational information for small-business owners and are not tax, accounting, or legal advice for your specific situation. When you are ready to talk through your own business, we are here.

Begin here

A guide is a start. A plan is the finish.

When you are ready to turn reading into a plan of your own, begin with a plain conversation about your business.

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