TAYLOR MADE RESOURCES
free RESOURCES JUST for you
Running a small business is hard enough—you shouldn’t have to figure everything out on your own. That’s why I’ve pulled together my favorite free tools, helpful guides, and trusted resources to make managing your finances just a little bit easier.
Whether you're DIYing your bookkeeping or just trying to stay organized, these are the exact tools and tips I share with my clients—and now, they’re yours too!
What you'll find here:
Freebies made for you: Grab my most popular downloads like the 6 Tax Planning Moves freebie and other tools built to simplify your money life.
Relay referral link: My favorite small business banking platform—perfect for separating finances and managing cash flow with zero monthly fees.
QuickBooks Online referral link: Trusted, powerful bookkeeping software with features that grow with your business (and yes, I can help you learn it!).
Recommended tools + resources: From spreadsheets to software, find my go-to recommendations for making finances more manageable—no fluff, just what works.
NOVEMBER'S FREEBIE
6 Tax Planning move to make before 2026
Most business owners don’t realize that certain tax strategies expire on December 31st — which means waiting until tax season is often too late.
This quick guide walks you through 6 powerful tax-saving moves you can make before 2026, so you keep more of your hard-earned money.
Here’s what you’ll learn inside:
6 TAX STRATEGIES YOU CAN USE BEFORE DECEMBER 31ST
Retirement contributions, charitable giving, tax loss harvesting, and more — explained in simple, easy-to-follow steps.
HOW TO REDUCE YOUR TAXABLE INCOME THIS YEAR
Learn which actions you can take now (not in April!) to legally lower what you owe.
IMPORTANT DEADLINES YOU DON'T WANT TO MISS
Many of these opportunities must be completed by year-end — not tax season. This guide tells you when and how.
MY FAVORITE BUSINESS BANK
RELAY FINANCIAL
Managing cash flow is so much easier when you have a business bank account that’s actually built for business owners. Relay Financial is a free, online banking platform designed specifically for entrepreneurs—and it's the one I recommend to all my clients. With features that support real cash management (not just basic banking), Relay helps you stay organized, separate your finances, and stop guessing where your money is going.
Truly business-friendly (and totally free)
Relay has no account fees, no minimum balance requirements, and no sneaky surprises. You can create up to 20 checking accounts to organize your money for taxes, payroll, savings, and expenses—all in one dashboard.
Perfect for cash flow management + Profit First
Whether you're following Profit First or just trying to make sure you’re not spending your tax money on subscriptions, Relay lets you assign income into different accounts automatically so you can see exactly where every dollar is going.
Built to integrate with bookkeeping tools
Relay syncs seamlessly with QuickBooks Online, making your bookkeeping cleaner and more accurate. Plus, you can securely give your bookkeeper access without handing over your login info (yes, please!).
THE GO-TO TOOL FOR SMALL BIZ BOOKKEEPING
QUICKBOOKS ONLINE
When it comes to managing your business finances, QuickBooks Online is the gold standard—and it’s what I recommend to most of my clients and course students. It’s powerful, flexible, and built to grow with your business. Whether you're brand new to bookkeeping or ready to level up from spreadsheets, QBO gives you the tools to stay organized, track your income and expenses, and always know where your money stands.
All-in-one platform for tracking your finances
QuickBooks Online keeps everything in one place—income, expenses, receipts, mileage, reports, and more. You can connect your bank accounts, send invoices, and even track your sales tax or 1099 payments without needing five different tools.
Designed for business owners (not just accountants)
While it has powerful features, QBO is also super user-friendly once it's set up correctly. You don’t have to be a numbers person to use it—and with the right guidance (👋 hello Office Hours Club or Numbers Made Simple), you’ll be navigating like a pro in no time.
Makes tax season so much easier
With clean, categorized books and built-in reports, you’ll always have the numbers your tax pro needs—without scrambling or second-guessing. It’s the kind of tool that helps you stay ready all year, not just in April.
