Free e-Guides for Download ⤵️
Our exclusive complimentary e-Guide library covers a number of topics in accounting and tax that both our individual and service business clients find incredibly useful. Grab a few of them today!

Ultimate Accounting Cheat Sheet
We're breaking down the most common accounting terms service businesses need to know... but in a way you can actually understand and apply to run a successful service-based business.

Home Office Deduction Guide
What's not going to fly with the IRS when it comes to the home office deduction? Our new guide answers all your burning home office deduction questions.

DIY Bookkeeping Health Checklist
A quick DIY bookkeeping health checklist to keep your finances accurate, organized, and tax-ready year-round. Perfect for small business owners!

Five Things They Don't Teach in School About Starting a Business
Our latest guide, Five Things They Don’t Teach in School About Starting a Business, dives into the real-world challenges and overlooked lessons every aspiring entrepreneur needs to know.

2025 Tax Season Survival Guide
Stay organized, meet deadlines, and communicate proactively with your accountant to navigate the 2025 tax season smoothly and stress-free.

2024's Guide to 1099s
Our 2024 guide to 1099s outlines who needs to file, key deadlines, and tips for accurate reporting to ensure compliance with IRS requirements.

Invoicing 101
You’ve worked incredibly hard to provide your goods/services to a new customer and it’s time to get PAID... but you aren’t 100% sure how to create a professional invoice. Let us help!

Writing Off Business Meals
Do you often wonder things like: Can I write off my morning coffee? Should I keep my business meal receipts? How do I know what's 50% deductible and what's 100% deductible? This guide is for you!
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Ultimate Guide to Hiring a Contractor
This guide offers comprehensive insights into finding, vetting, and legally onboarding contractors, ensuring you understand key aspects.

KPIs for Service Providers
Developing customized Key Performance Indicators (KPIs) for your business is key (no pun intended) to monitoring your business’s progress toward your goals.

Guide to Reconciling Bank Accounts
Check out my guide on account reconciliation to help you understand the basic reconciliation process and troubleshoot common errors.

Nine Ways to Avoid a Surprise Tax Bill
Did you pay way more in taxes than you were expecting to this April? Following these tips can help you reduce your tax liability next year!

Understanding Your P&L Guide
Unlock the secrets of your Profit and Loss statement with our comprehensive guide tailored specifically for service providers and service-based businesses.

Tax Planning Questions Guide
Ensure your financial stability and maximize your deductions with our comprehensive guide designed to help service providers and service-based businesses ask the right tax planning questions.

Structuring Your Business for Success Guide
Discover the essential guide to legally structuring your business for success, tailored specifically for service providers and service-based businesses, ensuring compliance.

Intro to Estimated Taxes Guide
Unlock the secrets to mastering estimated taxes for service providers and service-based businesses in our comprehensive guide, designed to demystify the process and ensure financial peace of mind.

Cash Flow Crash Course Guide
Learn to navigate the intricacies of cash flow statements with our crash course guide tailored specifically for service providers and service-based businesses.

Bookkeeping Software Showdown Guide
Discover the perfect bookkeeping software for your service-based business with our comprehensive guide, tailored to streamline financial management and maximize efficiency.

Bookkeeping Checklist Guide
Our comprehensive guide provides service providers and service-based businesses with an essential bookkeeping checklist to streamline financial organization and maximize efficiency.

Balance Sheet Breakdown Guide
Our comprehensive guide breaks down the intricacies of balance sheets tailored specifically for service providers and service-based businesses, offering clear explanations and actionable insights.

75+ Tax Write-Offs for Business Owners Guide
Discover over 75 tax write-offs tailored specifically for service providers and service-based businesses in our comprehensive guide, designed to and minimize your tax liabilities.

1099 Guide
Our comprehensive Form 1099 guide equips service providers and service-based businesses with the knowledge and tools to navigate tax reporting effortlessly, ensuring compliance and peace of mind.

2024 Comprehensive Year-End Accounting Guide
Stay ahead of the curve with our comprehensive guide to 2024 tax deadlines and document organization, tailored specifically for service providers and service-based businesses.

Custom Chart of Accounts for Service Providers Guide
Our comprehensive guide offers a tailored chart of accounts designed specifically for service providers and service-based businesses, ensuring accurate financial tracking and reporting.