Tools for clearer business finances
Excel workbooks, templates, and a written review service from Frias Family Financial. Purchases are handled by Gumroad; review each listing for previews and included files.
For business owners: tax organization, cash planning, and bookkeeping clarity. For practitioners: month-end controls, reconciliations, and practice templates.
For business owners
Schedule C in a Box: $149
Organize deductions, mileage, quarterly payments, and invoices in an Excel workbook. A DIY organizer, separate from our done-for-you tax-preparation service.
QuickBooks Online Health Check: $149
A written-report service, not an instant download. Find out what needs attention in your existing QuickBooks Online books and what to tackle first.
Purchase through Gumroad, then follow the intake instructions provided after purchase.
For bookkeepers and tax practitioners
Month-End Close Control Kit: $39
An Excel workbook with checklists and review steps for a small bookkeeping practice. Review the Gumroad listing for its included files.
Bank Reconciliation Workbook: $29
Reconcile one bank statement with a focused Excel workbook and step-by-step checks.
13-Week Business Cash Forecast: $39
For business owners and their bookkeepers: plan cash inflows and outflows over the next 13 weeks. Excel workbook.
Owner Cash Clarity Dashboard + Tax-Ready Books Checklist: $49
For owners and their bookkeepers: organize your cash picture and prepare a clearer handoff to your tax preparer. Excel workbook.
Solo EA Tax Season Intake + Doc-Chase Bot Pack: $79
Reusable intake prompts and document-request messages for a solo tax office. Run them in your own tools. This is not a hosted bot subscription.
Solo EA / Tax Preparer WISP Pack: $39
A Written Information Security Plan starter pack for a solo tax preparer. Review the listing for scope and included files; a template must be adapted to your actual practice.