FREEBIES
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FREEBIES •
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How to Understand Your P&L
Do you ever arrive at the end of a month and wonder where all your money went? Learn how to answer that question and more using your Profit & Loss Statement! In this guide we show you a sample P&L Statement, break down its various elements, and hand you a few tips & tricks to make your P&L work for you.
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Balance Sheet Breakdown
Want to get the most out of your balance sheet? If you want to be able to confidently make decisions based on your balance sheet, you need to be able to understand it! In this free guide we help you understand each of the sections, key ratio analysis, and potential red flags on your balance sheet.
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Cash Flow Crash Course
Struggling to manage your cash flow after tax time is super common - especially if you get hit with your current year taxes and Q1 estimated tax payments at the same time! This freebie is loaded with tips to improve your monthly cash flow and make sure that cash is flowing freely.
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Analyzing Your Own Financial Performance
Say goodbye to your haphazard guessing games and say hello to DIY financial analysis with our free guide for small business owners. This guide includes 6 formulas to measure your financial performance - three for profitability (how much you're making after expenses) and three for liquidity (how easily you're able to pay your obligations).
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Bookkeeping Basics: A Guide for Small Businesses
Maximize your business's financial success with these bookkeeping basics, plus key concepts and tools to manage your finances effectively.
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12 Biggest Tax Write-Offs for Small Businesses
Running your own business is awesome, but paying taxes is not. Free up even more money to grow your business and reduce your final tax bill with write-offs!
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Your Ultimate Guide to Hiring a New Contractor
Imagine facing years of back wages (and interest), civil or criminal charges, and other penalties ALL for making this simple mistake. If you misclassify an employee as a contractor, you could be dealing with those headaches! Learn my best tips for hiring a new contractor
TEMPLATES
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GUIDES
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TEMPLATES • GUIDES •
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Small Business Bookkeeping Tracker
This Small Business Bookkeeping Tracker in Google Sheets helps you keep track of your business income, expenses and profit.
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Small Business Starter Kit
The Small Business Starter Kit allows you to effortlessly see, and increase, your profits. Includes 4 tools to help you keep track of your numbers.
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Professional Business Plan
A professional and easy-to-use Business & Financial Plan template that covers everything you need to get started!
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Xero 2024 Beginner's Guide
This step-by-step guide will provide you with the tools to navigate through Xero confidently. Unlock the potential of your business with expert tips and insights!
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QuickBooks Online Beginner's Guide
This step-by-step guide will provie you with the tools to navigate through QuickBooks Online confidently. Unlock the potential of your business with expert tips and insights!