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Guides & Templates

Your financial records, are simplified

Access free download able bookkeeping and tax guides, checklists, and expert-tested accounting template

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Guides & Templates to Keep your Books in Order

Practical, plain-English guides written by CPAs for US founders, operators, and finance leads, each packed with ready-to-use templates you can start with today. Download them free, no strings attached.

Bookkeeping Guide

Small Business Bookkeeping 101

2026 Edition22 pagesPDF~

A practical, plain-English guide to clean books, on-time reporting, and staying ready for tax time. Learn how bookkeeping works, what the CRA expects, how sales tax fits in, and how to keep your records clean month after month.

What's inside

  • The five principles of good bookkeeping
  • Cash vs. accrual and double-entry, explained simply
  • The monthly bookkeeping cycle and the power of reconciliation
  • Sales tax basics: GST, HST, PST and the $30,000 threshold
  • What records to keep, and for how long
  • Reading the three core financial statements

Templates included

Starter chart of accountsMonthly close checklistReconciliation worksheetSales tax tracking logRecord retention checklistYear-end handoff checklist
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Catch-Up Guide

Catch-Up Bookkeeping

2026 Edition18 pagesPDF~

A step-by-step guide to getting months or years of books current, correcting what is behind, and building a rhythm so it does not happen again, with the US specifics that matter most: sales tax, payroll, and missed filings.

What's inside

  • What catch-up vs. cleanup bookkeeping really means
  • How far back to go, and how to scope the work
  • The catch-up process, step by step
  • Sales tax and payroll catch-up in the US
  • Missed filings and the IRS Voluntary Disclosure Practice
  • A repeatable cadence to stay caught up for good

Templates included

Catch-up readiness checklistCatch-up period worksheetMonth-by-month reconciliation trackerMissing filings inventoryCatch-up project plan
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Want More than a Template?

Free guides and tools are a good start. When you are ready to stop doing it yourself, book a call. We will clean up your books and keep them current on a fixed monthly plan.

Bookkeeping first, with CPA-level oversight and a reliable month-end close.

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