Free Tools for Business Owners
Calculators, checklists, and quizzes we built from the questions clients actually ask us. No opt-in games, just tools you can use today.
Financial & Tax Planning
4 resourcesQuarterly Tax Calculator
A 4-step calculator for sole proprietors and Schedule C filers. Enter your income, expenses, and prior payments, and we’ll estimate what to set aside each quarter.
Use the calculator → WorksheetKnow What You Owe Worksheet
An Excel worksheet, step-by-step PDF, and workshop replay that walk you through estimating your federal tax liability using last year’s return and the IRS Safe Harbor Rule.
Get the worksheet → ChecklistTax Deduction Checklist
80+ deductions across 9 categories, including the write-offs owners miss most, common audit red flags, and the 2026 quarterly deadlines.
Get the checklist → GuideYear-End Tax Planning Guide
The smart money moves worth making before December 31, with the timing deadline for each, so you keep more of what you earned this year.
Get the guide →Bookkeeping & Business Organization
4 resourcesClean Books Checklist
A one-page checklist covering quick wins, accuracy checks, and year-end prep, so your QuickBooks Online books stay clean and tax-ready.
Get the checklist → WorksheetSmall Business Owner Self-Audit
Four diagnostic checks on revenue, expenses, overhead, and cash flow, with a scoring system that shows where your books may be quietly leaking profit.
Take the self-audit → ChecklistMonthly Accounting Checklist
A week-by-week bookkeeping workflow with time estimates and 12 commonly missed deductions. About two hours a month, start to finish.
Get the checklist → Tool10-Minute Books Stress Test
A yes-or-no worksheet that scores your bookkeeping health and flags hidden stressors like overdue reconciliations, with an action checklist at the end.
Take the test → ChecklistYear-End Bookkeeping Checklist
A print-friendly checklist for year-end cleanup: payroll and 1099 prep, balance sheet checks, and fixed asset reviews, so your tax preparer gets clean books.
Get the checklist →Choosing the Right Professional
2 resourcesAccountant Compatibility Quiz
A 3-minute, 10-question quiz scoring your relationship with your accountant on communication, clarity, consistency, and trust.
Take the quiz → GuideQuestions to Ask Before Hiring
19 questions for vetting a bookkeeper or tax professional, covering qualifications, pricing, security, and philosophy, with sample answers to show what good looks like.
Get the guide →Business Operations & Growth
4 resourcesProductivity Checklist
Eight habits, including goal setting, delegation, and time blocking, to help you work smarter and create more breathing room in your day.
Get the checklist → ChecklistHiring Checklist
A step-by-step hiring system covering screening, interviews, reference checks, and the final offer, built to filter out poor fits early.
Get the checklist → eBookIncrease Your Profits eBook
A 15-page, 10-minute read from Renee Daggett on three levers, pricing, client mix, and service mix, to grow profit in 60 days without growing revenue.
Get the eBook → GuideQuick Wins Guide
Nine strategies covering documentation, retention, capacity, and technology, to help you streamline operations without burning out.
Get the guide →Looking for straight answers instead of a tool? Browse You Asked, We Answered →
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