Client Resources
Everything you need, in one place
Helpful tools, checklists, and links to make managing your finances a little easier. Download what you need or bookmark this page for quick reference.
Downloads
Forms & checklists
These resources are here to help you stay organized year-round. Click any item to download.
Tax Prep Checklist
PDFA comprehensive checklist of documents and information to gather before your tax appointment — so nothing gets missed.
Coming soonBusiness Expense Tracker
SpreadsheetA simple spreadsheet to track deductible business expenses throughout the year, organized by category.
Coming soonBookkeeping Checklist
PDFMonthly and year-end bookkeeping tasks to keep your records clean and your books ready for tax season.
Coming soonNew Client Intake Form
PDFComplete this form before your first consultation so I can come prepared with the right questions and guidance.
Coming soonFAQ
Common questions
Answers to the questions I hear most often from small business owners.
Useful links
Trusted resources
A curated list of official and helpful sites for small business owners.
IRS.gov
Forms, publications, tax law updates, and the official source for federal tax information.
NC Department of Revenue
North Carolina state tax forms, filing information, and business tax resources.
QuickBooks Online
Log in to your QuickBooks account to manage your books, run reports, and track expenses.
SCORE
Free mentoring and resources for small business owners from experienced business professionals.
Don't see what you need?
Reach out and I'll point you in the right direction — or we can schedule a consultation to work through your specific situation.