Resources

Essential Bookkeeping Tasks

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

Bookkeeping Checklist.png

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.

SMART Goals Worksheet.png

Budget Spreadsheet

Capterra Budget Spreadsheet

JohnsPingPongBallsExample.png

Tax Document Retention Guidelines

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

Tax Document Retention (1).png

Get your FREE copy of
4 Money Mistakes to Avoid in Your Business