I Balance The Books is dedicated to empowering small business owners with the knowledge and tools they need to thrive. Whether you’re just starting out or looking to optimize your existing business, the comprehensive resources found here are designed to guide you every step of the way.
I’m excited to launch this page with my first resource, and plan to add more valuable content to support your business journey.
One size does not fit all. Click below for a free checklist to help you choose the best one for your business.
Tax season doesn’t have to be stressful. Stay organized with my free Small Business Tax Prep Checklist.
Stop chasing down statements every month to give to your bookkeeper! Download my free Report Access List to see which banks and platforms allow view-only access to reports.
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