Resources

Essential Bookkeeping Tasks

Key tasks to keep on top of your bookkeeping and how often you should be doing them

2021 Key Dates

Important filing dates for Federal Estimated Income Tax Payments, Federal Income Tax Returns, Federal Payroll, 2021 Pay Reportings, Texas State
* Note: Original dates shown, some filing dates have been extended due to winter storms and COVID-19

S.M.A.R.T Goals Worksheet

SMART goals set you up for success by making goals specific, measurable, achievable, realistic, and timely. The SMART method helps push you further, gives you a sense of direction, and helps you organize and reach your goals.

Budget Spreadsheet

Capterra Budget Spreadsheet

Tax Document Retention Guidelines

How long should you keep the documents that support your tax return?

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