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Small business tax & bookkeeping, in plain English.
Practical playbooks pulled straight from our free CPA-ready workbook. Pick a topic, copy the checklist, and run it in your business this week.

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The CPA-Ready Business Finance Starter Kit
A practical, advisor-grade workbook for owners and founders — the foundations your CPA wishes every client showed up with. Books, taxes, cash flow, and entity decisions, in one place.
- Monthly bookkeeping rhythm
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- Entity & S-Corp decision guide
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Tax
Tax guides
Small Business Tax Deductions Checklist (2026)
A line-by-line small business tax deductions checklist covering common write-offs LLCs, S-Corps, and sole proprietors miss every year.
Read guideContractor Tax Deductions Guide (1099 & Self-Employed)
Bookkeeping for contractors and 1099 self-employed pros — the deductions, recordkeeping habits, and quarterly tax rhythm that keep more of your revenue.
Read guideQuarterly Estimated Taxes Explained
Quarterly estimated taxes for small business owners — who owes them, how to calculate, due dates, and how to avoid IRS penalties.
Read guide1099 Contractor Checklist for Small Businesses
1099 contractor checklist — who needs a 1099-NEC, how to collect W-9s, file on time, and avoid the $310-per-form penalty.
Read guideBusiness Mileage Log Guide
How to keep a business mileage log the IRS will actually accept — what to track, common mistakes, and apps that automate the process.
Read guideHome Office Deduction Checklist
Home office deduction — qualification rules, the simplified vs. actual method, and the documentation small business owners must keep.
Read guideYear-End Tax Planning Checklist for Small Business
Year end tax planning for small business — the moves to make in November and December that actually move the needle on next April's return.
Read guideBookkeeping
Bookkeeping guides
How to Prepare Your Books for a CPA
A CPA-ready books checklist: the documents, reconciliations, and reports your accountant needs to file an accurate, defensible return.
Read guideMonthly Bookkeeping Checklist for Small Business Owners
A monthly bookkeeping checklist for small business owners — the recurring tasks that keep your books CPA-ready all year.
Read guideP&L Statement Explained for Small Business Owners
Profit and loss statement, line by line — what each section means, how to read it, and the free P&L template owners can plug into today.
Read guideHow to Clean Up Messy Business Books
A small business financial cleanup playbook — diagnose what's broken, fix prior periods, and rebuild a CPA-ready chart of accounts.
Read guideReal Estate
Real Estate guides
Landlord Tax Deduction Guide
Bookkeeping for landlords — a deduction-by-deduction guide to rental property write-offs, depreciation, and Schedule E essentials.
Read guideReal Estate Investor Bookkeeping Guide
Real estate investor tax deductions and bookkeeping — entity structure, per-property tracking, and the reports your CPA needs to maximize depreciation.
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