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Freebies
Bookkeeper Readiness Scorecard
Discover your strengths, uncover your gaps, and find out how ready you are to launch or grow your bookkeeping business.
Financial Statement Playbook
The 10-minute download that makes you 10x smarter about your business. Finally understand your financials and use them to run your business like a pro.
Depreciation & Amortization Guide
A simple breakdown of what depreciation and amortization are, plus the exact steps bookkeepers follow when handling assets throughout the year and at year end.
Tech Advantage Mini Guide
3 Tips to Save You 3 Hours of Work Every Month. Automate repetitive tasks, upgrade your workflows, and let AI handle the heavy lifting so you can focus on what matters.
The 30-Day Client Challenge
A guided 30-day challenge to help bookkeepers take realistic action toward getting clients, without feeling salesy or overwhelmed.
Discovery Questionnaire
A structured questionnaire to understand a client’s business, setup, and expectations so you can scope the work correctly, spot red flags early, and start the engagement with confidence.
Intro to Inventory
Get clear on inventory, how it flows through the books, and where your responsibility starts and stops.
Shareholder Loans
Learn what shareholder loans are, why they're used, common mistakes to avoid, and your role in keeping clients compliant.
Routine Bookkeeping Tasks
The simple checklist that keeps your books clean and under control. Never wonder if you’re missing something again.
