Practical tools we built for working bookkeepers and business owners. Use them as much as you like — free forever, no signup, no card.
A complete starter workbook — income & expense tracking, automatic monthly P&L dashboard, and a reconciliation helper. Excel & Google Sheets.
Get the Free Download →Track income and expenses right in your browser — your monthly P&L builds itself. Nothing to install; exports to CSV anytime.
Open the Ledger →The formulas bookkeepers actually use — SUMIFS, XLOOKUP, IF, EOMONTH — each with a real bookkeeping example. Click any formula to copy it.
Open the Cheat Sheet →Clean the books, gather the documents, handle 1099s, and hand your tax pro a perfect package — the bookkeeper's year-end playbook. Printable.
Open the Checklist →Pick your business type and get a clean starter chart of accounts you can copy or download as a CSV — ready to adapt in QuickBooks® Online.
Open the Generator →A step-by-step interactive checklist for reconciling any account — including what to do when it won't balance. Printable, too.
Open the Checklist →The one-page reference for the five account types and their normal balances — plus a quick practice quiz to test yourself.
Open the Cheat Sheet →The 21 steps to closing your books each month — catch everything, reconcile, review, and lock it down. Interactive and printable.
Open the Checklist →Inherited messy books? The 6-phase rescue plan: scope, banking backlog, categories, reconciliations, AR/AP, and lockdown.
Open the Checklist →Every bill you owe in one sheet — automatic balances, Paid/Overdue statuses, and totals for what's due in 7 and 30 days. Excel & Google Sheets.
Get the Free Download →Who owes you, how much, and how late — with automatic aging buckets from Current to 90+ days. Excel & Google Sheets.
Get the Free Download →A clean, professional invoice that does its own math — line totals, subtotal, tax, and total due. Fill it in and send as a PDF.
Get the Free Download →We're building the tools and learning paths our own bookkeeper wishes she'd had. Live and rolling out: QuickBooks ProAdvisor® certification prep (the free Readiness Check is live now) (the certification is free to take through Intuit — our course is the on-ramp), an Excel for Bookkeepers learning path (all 14 written lessons live now, videos in production), and a Tax Season Prep path (the free Checklist is live now). Create a free account and you'll be the first to know when each one launches.
This tool is free forever — no account needed. When you're ready to actually master the books, create a free account (no card required) and get Module 1, the free Learning Path, and sample practice questions. Upgrade only if and when you want the full system.