Financial & Tax Planning

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Quarterly Tax Calculator

A 4-step calculator built for sole proprietors and Schedule C filers that uses your projected income, expenses, and prior payments to estimate how much to set aside each quarter, with results sent straight to your inbox.

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Know What You Owe Worksheet

A toolkit that includes an Excel worksheet, step-by-step PDF instructions, and a workshop replay video to help business owners estimate their federal tax liability using last year’s return and the IRS Safe Harbor Rule.

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Year-End Checklist

An editable, print-friendly checklist that walks business owners through year-end cleanup tasks like payroll and 1099 prep, balance sheet checks, and fixed asset reviews so they can hand off clean books to their tax preparer.

Bookkeeping & Business Organization

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Clean Books Checklist

A concise one-page checklist that walks small business owners through quick wins, accuracy checks, and year-end prep so their QuickBooks Online books stay clean, organized, and tax-ready.

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Small Business Owner Self-Audit

A worksheet that walks small business owners through four diagnostic checks on revenue, expenses, overhead, and cash flow, with a built-in scoring system and priority grid to reveal where their books may be quietly leaking profit.

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Monthly Accounting Checklist

A 4-page checklist that breaks monthly bookkeeping into a week-by-week workflow with time estimates, expert “watch out” tips, and 12 commonly-missed deductions to help small business owners stay organized in about two hours a month.

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10-Minute Books Stress Test

A 10-minute yes-or-no worksheet that scores your bookkeeping health, flags hidden stressors like overdue reconciliations and payroll sync issues, and delivers a simple action checklist to get your books tax-ready.

Choosing the Right Professional

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Accountant Compatibility Quiz

A 3-minute, 10-question quiz that scores the health of your relationship with your accountant across communication, clarity, consistency, and trust to reveal whether you have a perfect match or it’s time to break up.

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Questions To Ask Before Hiring

A guide of 19 essential questions to ask when vetting a bookkeeper or tax professional, covering qualifications, communication, pricing, security, software, and philosophy, with sample AdminBooks answers to show what good looks like.

Business Operations & Growth

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Productivity Checklist

A checklist with eight practical habits including goal setting, task prioritization, delegation, automation, and time blocking to help business owners work smarter, stay focused, and create more breathing room in their day.

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Hiring Checklist

A step-by-step hiring system that walks small business owners through applicant screening, phone and Zoom interviews, team interviews, reference checks, and the final offer to help them filter out poor fits early and make confident hires.

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Increase Your Profits eBook

A 15-page, 10-minute ebook from Renee Daggett that walks small business owners through three practical levers, pricing, client mix, and service mix, to grow profit in 60 days without growing revenue.

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Quick Wins Guide

A guide with nine actionable strategies covering process documentation, client retention, team capacity, technology, and financial health to help small business owners streamline operations and grow without burning out.