Resources
Free downloads + ebooks
Built for contractors, trucking & logistics, and nonprofits. Get a quick win with your numbers — then we can help you turn it into clean books, clear reports, and tax-ready confidence.
Based in Middletown, Ohio. Serving clients nationwide (remote) and locally in the surrounding area.
Free Ebooks
Plain-English guides for small business owners
Quick, practical guides designed to help you get clarity fast — no accounting degree required.
7 Bookkeeping Mistakes That Cost Small Business Owners Real Money
FreeA plain-English guide to the most common bookkeeping errors — and the quick fixes that prevent them. Written by Rebecca Watkins with 30+ years of experience.
- The 7 costly mistakes we see over and over
- Simple weekly and monthly habits that keep books clean
- Quick fixes you can apply right after reading
- How to turn your numbers into a decision-making tool
The First-Year Business Financial Survival Guide
FreeA clear, practical financial framework for new business owners — no accounting degree required. Learn what to set up first, which habits keep you in control, and how to make confident growth decisions.
- What to set up in your first year
- Habits that keep you financially in control
- How to stay tax-ready all year long
- Using your numbers to make confident decisions
Get the templates
Want help using them?
Tell us what you do and what's not working today. We'll send the templates and you can bring them to a free consultation.
- Clear scope and monthly quote in writing
- Plain-English reporting (no jargon)
- Fast, respectful communication
Templates
Pick the one that matches your business
Each template is designed to be simple and practical. Fill in the last 30 days (or last month). If you want, bring it to your consultation and we'll point out 2–3 opportunities to clean things up.
Contractors: Job Profit & Owner Pay Snapshot
Track revenue and direct costs by job, see job profit %, and set aside money for taxes and owner pay.
- Job list with revenue + direct costs
- Job profit % and top jobs summary
- Owner pay + tax set-aside line
- Simple 'mixed spending' flag
Trucking & Logistics: Per Truck / Per Route Profit Tracker
See profitability by truck, route, or customer with a clean monthly snapshot and a weekly receipt habit.
- Profit per mile / per load snapshot
- Fuel, repairs, insurance, permits, dispatch fees
- Cash flow swings visibility
- Weekly receipt checklist
Nonprofits: Board-Ready Budget vs Actual + Notes
Simple budget vs actual reporting with notes for restricted vs unrestricted funds — ready for boards and funders.
- Budget vs actual by program + admin
- Restricted/unrestricted notes column
- Monthly reporting checklist
- Board-ready talking points prompts
Want us to review your numbers?
Schedule a free consultation. We'll learn what you need, review your current setup, and give you a clear scope + monthly quote.
Schedule a free consultationIf you need multi-state filings or entity elections, we'll tell you upfront and help you find the right specialist.