Guides worth keeping
Plain-English guides for business owners: whether to move off desktop accounting software, what clean books actually save you, receipts and mileage, paying yourself, quarterly taxes, and how bookkeeping is priced. Free to download and share, no email required.
Free books health check
A no-cost, no-obligation look at where your books really stand: missed deductions, miscategorized transactions, and what clean books would save you.
Download PDFDesktop or cloud? A decision guide
Still on desktop accounting software? Your three options, three-year costs, feature and support differences, training time, and a phase-by-phase migration plan.
Download PDFWhy a bookkeeper pays for itself
The real cost of "doing OK": the deductions you miss, the taxes you overpay, and the weekends lost to receipts.
Download PDFReceipts & mileage, on autopilot
Snap, forward, drive. How the accounting app on your phone captures every receipt, and every business mile, so nothing slips through.
Download PDFHow to pay yourself as an LLC
Owner's draw or salary? Plain-English on self-employment tax and how much to set aside so April is never a surprise.
Download PDFQuarterly estimated taxes, made simple
Who pays, the four due dates, how much to set aside, and how to stop dreading April, in plain English.
Download PDFHow bookkeeping is priced
The whole method behind a flat monthly fee: what sets your price, representative packages, and how the fee stays fair as you grow.
Download PDFThese guides are educational. I am not a CPA, and they are not tax advice.
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