Resources
Plain English guides to help you keep your books in good shape, whether you work with us or not.
Why monthly reconciliations matter
The simple monthly check that catches missing transactions, duplicates, bank errors and fraud before they become expensive.
Read the guide Clean-up7 signs your books need a clean-up
How to tell when your books have drifted too far, and what a clean-up actually involves.
Read the guide Getting helpBookkeeper vs CPA: what is the difference?
Who does what, when you need each one, and how they work together to keep your business on track.
Read the guideFree tools
Interactive tools to check and organize your books.
Month-end close checklist
Every step to close your books each month, with progress saved in your browser and a print option.
Open the checklistHow healthy are your books?
A 6-question self-check with a score out of 100 and a list of what to fix first.
Take the checkSample monthly report
See a profit and loss, balance sheet, cash flow statement and written summary, with example data.
View the sampleSavings calculator
Compare the full cost of an in-house bookkeeper with one of our monthly plans.
Open the calculatorSample chart of accounts
Pick your industry and see a starting chart of accounts build itself.
See the example1099 vendor checker
A few quick questions per vendor to see if they likely need a Form 1099-NEC, a 1099-MISC or no 1099.
Check your vendorsHow long to keep records
Pick a type of record to see how long the IRS says to keep it.
See the rulesWhich business type are you?
Your main federal return, the usual due date and the clean books that matter most.
Find your typeMonthly documents list
Build a short list of what to send your bookkeeper each month.
Build your listCash runway calculator
See roughly how many months your cash would last at your current pace.
Work out your runwayTax deadline planner
Your federal dates for the next 12 months, with a calendar download.
Plan your datesTax deadlines
The next federal deadline, filtered for your business, and a planner for the year ahead.
Next federal tax deadline
Show deadlines for
Your choice is saved only in this browser.
Loading the next date
Federal dates for calendar-year filers. Due dates on a weekend or legal holiday move to the next business day. State and local deadlines are different; check your state's tax agency. See the full IRS tax calendar (opens in a new tab)
General information only, not tax advice. Dates can change; check IRS.gov.
Which apply to you?
Tick what fits your business to see your federal dates for the next 12 months.
Tick at least one box to see your dates.
Your choices are saved only in this browser. General information only, not tax advice. Dates can change; check IRS.gov.
Have a question we have not covered?
Ask us in a free 30-minute consultation, or see our answers to common questions.
Try the savings calculator
See how the full cost of an in-house bookkeeper compares with one of our monthly plans.
Open the calculatorReady for books you can trust?
Book a free 30-minute consultation, or tell us about your books for a custom quote. We reply within one US business day.