Free Resources

A growing library of free downloads for busy small business owners.

Practical checklists, templates, and guides — organized by the topics that come up most.

HiringChecklist

New Hire Onboarding Checklist

Every form, task, and reminder for a smooth first week.

TaxesTemplate

W-9 Request Email Template

A friendly, professional email that actually gets replies.

BookkeepingChecklist

Month-End Close Checklist

A repeatable close routine so nothing slips through.

PayrollGuide

Payroll Setup Starter Guide

What you need before you run your first payroll.

InsuranceChecklist

Workers' Comp Audit Prep List

The documents to gather — before the auditor asks.

QuickBooksTemplate

QuickBooks Chart of Accounts Starter

A clean starting point for service-based businesses.

Business BasicsGuide

EIN vs. LLC vs. S-Corp — Explained

Plain-English guide to the terms that trip everyone up.

TaxesTemplate

Estimated Tax Payment Tracker

Simple spreadsheet to keep quarterly payments on track.

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