Free Bookkeeping Resources
Practical DIY tools for small business owners
QuickBooks Health Check
10-minute checklist to spot red flags in your QuickBooks file
QuickBooks Monthly Review Checklist
A quick check to help spot common bookkeeping issues.
AI Bookkeeping Prompt Guide
Copy-and-paste prompts to get clearer answers from AI tools.
Catch-Up Bookkeeping Template
Simple spreadsheet template to help organize transactions and create a basic Profit & Loss summary.
More Free Tools
Track mileage and expenses using a simple
Google Forms + Sheets workflow.
Turn downloaded bank transactions into a simple Profit & Loss summary in Google Sheets.
QuickBooks Reports Assistant GPT
Use this GPT to explain P&L, Balance Sheet, and other common QuickBooks reports in plain English.