What’s Inside the Stocking

Small but mighty tools to keep your books tidy, your payroll smooth, and your stress low — the perfect stocking stuffers for your business.

Clean Books Checklist

Quick checks to spot missing transactions, messy categories, and unreconciled accounts before they turn into January headaches.

Checklist • PDF

Deductions Checklist

A year-end pass through common and often-overlooked deductions so you stop leaving money on the table at tax time.

Checklist • PDF

Know What You Owe Worksheet

A simple worksheet to estimate your current-year tax so there are fewer surprises when it’s time to file.

Worksheet • PDF

Productivity Checklist

Weekly and monthly money habits to keep you out of overwhelm and on top of your bookkeeping and deadlines.

Checklist • PDF

Year-End Checklist

A step-by-step list of what to review, clean up, and save so you can close out the year confidently and be ready for tax season.

Checklist • PDF

Two Surprise Bonuses 🎁

We’re keeping these tucked away until you open your toolkit… but trust us, they’re good.

Holiday bow divider

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