Financial clarity without CFO-level consulting costs
103 AI-customized templates for bookkeeping, tax preparation, financial forecasting, and investor reporting. Organized by entity type, business model, and company stage.
Informational templates only—not tax or accounting advice. Review with a qualified CPA.
103
Templates
8
Categories
5
Entity Types
2025
Updated
Complete Accounting Document Library
Everything you need to organize your finances, prepare for taxes, and report to investors—customized for your business.
Daily & Transaction
18 templates for invoices, expenses, receipts, mileage, and contractor payments.
Updated per transactionMonthly Operations
15 templates for reconciliation, P&L tracking, AR/AP aging, and metrics dashboards.
Monthly close cycleQuarterly Reporting
10 templates for estimated taxes, 941 prep, sales tax, and board reports.
Apr, Jun, Sep, JanYear-End & Tax Prep
20 templates for 1099s, W-2s, depreciation, and tax document organizers.
Year-end closePlanning & Forecasting
12 templates for projections, scenarios, burn rate, and cap tables.
Investor-readyPolicies & Controls
10 templates for expense policies, approval workflows, and financial controls.
Annual reviewTax Prep Organizers
10 templates by entity type: Schedule C, 1065, 1120-S, and 1120.
For your CPAInvestor Reporting
8 templates for monthly updates, board packages, and stakeholder reporting.
Monthly/QuarterlyCustomized for Your Entity Type
Different business structures have different requirements. We customize templates accordingly.
Sole Proprietor
Schedule C organizer, self-employment tax tracking
LLC
Single or multi-member, K-1 tracking, distributions
Partnership
Form 1065 organizer, capital account tracking
S-Corporation
1120-S organizer, reasonable salary calculator
C-Corporation
1120 organizer, board reporting, cap table
Tailored to Your Business Model
Industry-specific metrics, categories, and terminology built in.
SaaS / Subscription
- MRR/ARR tracking
- Churn calculation
- CAC/LTV metrics
- Deferred revenue
E-commerce / Product
- Inventory tracking
- COGS calculation
- Multi-state nexus
- AOV/returns tracking
Service / Agency
- Time tracking
- Project profitability
- Utilization rates
- Contractor management
Manufacturing
- Bill of materials
- Production costs
- WIP inventory
- Unit cost analysis
2025 Tax Calendar Built In
Key deadlines pre-populated in your templates and checklists.
Quarterly Estimated Taxes
Key Filing Deadlines
Dates may change. Verify with IRS.gov or your tax professional.
Who needs this?
- Founders without a finance team who need to organize books and prepare for investors
- Operators upgrading from spreadsheets before raising, hiring, or expanding
- Small business owners who want to stay organized and reduce tax prep time
- First-time entrepreneurs learning financial best practices
Why it matters
- Better cash control — Know your numbers before making decisions
- Faster investor readiness — Professional financials in days, not months
- Reduced tax prep time — Organized documents = faster CPA work = lower bills
- Avoid costly mistakes — Checklists prevent missed deadlines and penalties
What You'll Receive
One-time purchase with ongoing value.
Immediate Access
- Full 103-template library download
- Pre-customized for your entity type
- Excel, Google Sheets, and PDF formats
- Quick-start implementation guide
Ongoing Updates
- Annual template updates (tax law changes)
- New deadline calendars each year
- IRS threshold updates (mileage, 1099 limits)
- New templates as regulations change
Get Organized. Get Investor-Ready.
103 templates customized for your business. Organize your finances, prepare for taxes, and build professional reporting—without CFO-level consulting costs.
Informational templates only. Not tax, legal, or accounting advice. Review with a qualified professional.
Accounting Package FAQs
Quick answers for founders.