Free Tools & Templates

All-in-One Bookkeeping Template

Get Your Books Organized in Minutes

This Google Sheet includes everything you need to get your bookkeeping on track. From a Chart of Accounts and Transactions Sheet to a P&L and calculators for Owner’s Pay, Profit Margin, and Product Pricing—this template will save you hours and keep you organized.

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Quick & Easy Financial Calculators

Make Smarter Business Decisions

Stay on top of your finances with these essential calculators. Calculate your profit margins, determine your owner’s pay, and set your product pricing—all in minutes. These tools help you make informed decisions to grow your business.

Assessments & Checklists

outsource your bookkeeping assessment

Outsource or DIY? Find Out with This Quick Assessment

Is your DIY bookkeeping helping or holding you back? Answer 15 quick questions to see if it’s time to outsource your bookkeeping or continue managing it yourself. You’ll receive instant feedback to help you make the best decision for your business.

finance health check

How Healthy is Your Business? Take the Finance Health Check

In just 2 minutes, this 24-question assessment will give you a snapshot of your business’s financial health. Get immediate results and see where you stand—whether you’re on track or need to make adjustments to stay profitable.

bookkeeping routine checklist

Set Up a Stress-Free Bookkeeping Routine in Just 15 Minutes a Week

Staying on top of your bookkeeping doesn’t have to be a headache. This checklist will help you build a simple weekly routine to stay organized, save time, and avoid costly mistakes.

Guides & Systems

step-by-step cleanup guide

Clean Up Your Messy Books—Even if It’s Been a While

Don’t let a disorganized set of books hold your business back. Our easy Step-by-Step Guide to Clean Up Messy Books will show you exactly what to do to get your books in order—even if it’s been months (or years). Plus, you’ll get a cleanup checklist to keep you on track and ensure you don’t miss any crucial steps.

Quick medicaid billing guide

Unlock Faster Medicaid Payments

Delays in Medicaid reimbursements and billing errors are common challenges for HCBS providers. These issues disrupt your cash flow and take valuable time away from the care your clients rely on. In this guide, you’ll learn how to: reduce billing errors that slow down reimbursement, speed up payment cycles, and improve your agency’s cash flow for long-term stability.

The no-stress bookkeeping blueprint

Master Your Books in 15 Minutes a Week

In this one hour, 5-Step mini course, learn how to stay organized, avoid costly mistakes, and manage your books in just 15 minutes a week. Take control of your finances with this simple, proven system designed to boost your profits and reduce stress. Includes all essential templates, calculators, and a checklist.

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