Guides & Templates
Checklists, models, and templates you can put to work today. Enter your details once to unlock every download, free.
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Templates & Guides
Year-End Tax Planning Checklist for Founders
Twelve moves worth making before December 31.
Download Free → Template13-Week Cash Flow Model
A plug-and-play runway tracker for early-stage teams.
Download Free → PrimerLLC vs. S-Corp: Choosing Your Entity
How to pick the right structure as you grow.
Download Free →Frequently Asked Questions
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What format are the downloads in? +
Practical spreadsheets and PDF checklists you can put to use right away.
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No, just occasional, genuinely useful notes. You can unsubscribe anytime.
Do these replace working with a CPA? +
They're a great head start, but they're general. We're here when you want them tailored to your business.
Can I share these with my team? +
Yes, they're meant to be used. Please just don't resell them.
Will there be new templates? +
Yes, we add resources regularly. Subscribe and we'll let you know.
These templates and guides are general educational resources, not tax, legal, or accounting advice. Your circumstances may differ, talk with us before acting on them.