What defines us: Bookkeeping Accounting Tax Technology Supporting small business owners Delivering peace of mind Supporting entrepreneurs Delivering timely financials Real human support Seamless integrations Building long-term partnerships Financial clarity Supporting your growth Helping businesses scale Proactive communication Turning numbers into action Bringing confidence to business owners Data-driven decision making Timely communication

Resources

Access valuable tools and resources to support your business journey

Finance
Legal
Human Resources
Operations
Marketing
Sales
Business Resources

Overall Budget

Complete budget overview with income and expense projections.

Business Cash Flow Summary

Detailed cash flow analysis with monthly breakdowns.

Income Statement (P&L)

Comprehensive profit and loss statement with revenue and expense details.

Balance Sheet

Complete overview of assets, liabilities, and equity.

Chart of Accounts

Comprehensive chart of accounts for bookkeeping and accounting purposes.

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Cease and Desist Letter

Template for requesting an individual or organization to stop an alleged illegal activity.

Service Level Agreement

Template defining the level of service expected from a vendor.

Non-Solicitation Agreement

Template to prevent solicitation of employees, customers, or clients.

Non-Disclosure Agreement

Template for protecting confidential and proprietary information.

Non-Compete Agreement

Template to restrict competitive activities for a specific time period.

Business Operating Agreement

Comprehensive agreement outlining business operations and ownership.

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Mid-Level Executive Agreement

Employment agreement template for mid-level executive positions.

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Standard Operating Procedures

Template for documenting consistent and standardized business processes.

HVAC Service Level Agreement

Specialized SLA template for HVAC service providers.

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Marketing Agency SLA

Service level agreement template specifically for marketing agency services.

Press Release Example

Standard template for creating effective press releases.

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Buyer Persona Document

Template for creating detailed customer profiles to improve sales strategies.

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Mid-Year Business Checklist

Use our mid-year checklist to stay focused and on track for the second half of the year

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