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

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.


Tax Document Retention Guidelines
How long should you keep the documents that support your tax return?
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