The clean books starter guide
A practical first pass for owners who want to understand what to gather, what to review, and what to fix first.
Send me this resourcePRETTY SMART LEDGER · RESOURCE ROOMUseful answers for
Useful answers for
busy owners.
Clear, practical guidance for your books, payroll, people paperwork, and vendor systems. Start with the topic that is making you pause.
Get a personalized planPayroll readiness checklist
Know which people, pay schedules, approvals, and reports belong in a dependable payroll process.
Send me this resourceEmployee handbook planning questions
A guided list of the policies and everyday practices to gather before drafting a handbook.
Send me this resourceVendor management starter map
Create a cleaner path from invoice intake to approval, due date, payment, and recordkeeping.
Send me this resourceINTERACTIVE TOOLSTry the
Try the
smart stuff.
Small, useful tools for the questions owners ask before they are ready for a call. They run in your browser and are designed to give you a clearer next step, not pretend to replace a review.
What Account Does This Go In?
Describe a strange transaction and get a plain-English category suggestion with the reasoning behind it.
Open toolJob Profitability Calculator
Enter revenue and direct costs to see the margin, profit, and a quick read on whether the job paid off.
Open toolSpot the Red Flag
Eight illustrative scenarios to help you recognize the bookkeeping issues that hide in plain sight.
Open toolCPA Handoff Checklist
Answer five questions and get a focused list of records to gather before your tax meeting.
Open toolNOT SURE WHERE TO BEGIN?Let the books
Let the books
tell us.
Take the online books assessment. Your answers create a preliminary health score and a clear list of suggested next steps. No call required.
Start the assessment