All eight tools
The Practice Starter Kit
Budgeting, owner pay, taxes, invoicing, mileage, and year-end close, plus a deductible expense guide. Everything I'd hand a new client in their first month, in one download.
Best seller
The Comeback Budget
For the month you fell off track, again.
A budget that doesn't guilt you for the gap, just picks up from today. Five connected tabs, automatic dashboards, and a charge-alert system that flags overspending before it becomes a crisis.
- 5 automated tabs: Budget, Transactions, Dashboard, Charge Alerts, Start Here
- One-click setup with guided instructions
- Works with any personal Gmail account
Revenue & Expense Tracker
Know where your money actually goes.
A full-year view of income and expenses with a live trend chart, so “how’s the business doing” has a real answer instead of a guess.
Quarterly Tax Prep Kit
Never get blindsided by a tax bill again.
Estimate what to set aside every quarter, organize your deductions as you go, and hand your CPA a clean summary instead of a shoebox of receipts.
Client Invoice Template
Look as professional as the work you do.
Branded invoices that calculate themselves, plus a payment log so you always know who owes what and for how long.
Year-End Close Workbook
Close the year with confidence, not dread.
A step-by-step reconciliation checklist with a live completion percentage, so you know exactly when your books are actually ready for your CPA.
Mileage & Expense Log
Stop losing deductions to a bad memory.
Log trips and small expenses as they happen. The deduction total is always current, no reconstructing your year in January.
Owner Pay Planner
Finally know how much you can pay yourself.
Splits your income into pay, taxes, and reinvestment automatically, so "can I afford to pay myself more" stops being a guessing game.
Business Deductible Expense Guide
Stop wondering what you're allowed to write off.
A plain-English guide built for solo practices, not generic small-business boilerplate. Category by category, plus what proof to keep if anyone ever asks.