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Resources

Hands-on bookkeeping guides, tax checklists, and expert-tested templates to help you do your own accounting.

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Resources

On Demand Webinar: Maximizing Returns: Expert Advice for Small Business Owners

Everything you need to know to get tax-season ready and maximize your returns.

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Resources

Webinar: Tax Troubles? 3 Steps to Financial Recovery

Managing your business taxes can be challenging, especially when you're behind. We're here to help you navigate your way to financial clarity. Have a look at our webinar that can make a real difference for your business.

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Resources

Step-by-Step Guide to Settle Your IRS Debt

Dealing with the IRS can be a stressful experience, but it doesn't need to be. In this step-by-step guide, you'll get to know key terms, the exact steps to take to get IRS-compliant and a checklist of all the things you need to get caught up.

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Resources

On-Demand Webinar: Building Capital Reserves During a Recession

Our free webinar covers what you need to plan ahead and protect your business during a potential cash crunch.

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Resources

Track Your Finances With a Free Profit and Loss Statement

Stay on top of your small business financials by tracking your revenues, expenses, and operating costs with this free P&L template.

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Cash Flow Statement Template

Use this financial statement template to see how much cash you have on hand for a specific period.

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Resources

Cash Flow Forecast Template

With our how-to guide, you can learn how to make better decisions about where to spend and where to make cuts.

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Resources

Balance Sheet Template

A balance sheet lets you see the big picture and understand how much your business owns, owes and how much is left for you.

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Resources

Recession-Proof Your Business: Financial Strategies for Thriving in Economic Uncertainty

April is Financial Literacy Month and to celebrate, we’ve gathered some of our top resources to help you gather a clearer picture of your business’s overall financial health.

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