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Free Resources

S Corporation Bundle

Thinking about electing S corporation from an LLC? This bundle includes everything you need to help you with your decision, including a Beginner's Guide, Decision Matrix, Tax Savings Calculator and Form 2553.  

Free

Cash Flow Forecast

This template shows you the cash flow coming into and flowing out of your business over 3 months. Use it to build out a forecast.

Free

Startup Myths & Realities eBook

The business world is rife with myths and misconceptions when launching a new business. That’s why so many companies fall into the trap of believing that ‘one-size-fits-all’ solutions or ‘copy-paste’ strategies used by competitors will pave the way to success. The reality is more complex. This eBook covers everything you need to know to bring your business idea to life.

Free

Kickstart Your Cash Flow eBook

Cashflow is often one of the biggest challenges small businesses face. Solve your cash flow problems by implementing the strategies presented in this eBook. You'll find the 10 most common hurdles small businesses face and a personalized action plan to overcome them one by one.

Free

Corporate Transparency Act eBook

The Beneficial Ownership Information report is a new ownership reporting requirement under the Corporate Transparency Act that took effect on January 1, 2024. Download this eBook for more info.

Free

Manage Through Metrics Content Bundle

This bundle provides the essential tools you'll need to build your metric scoreboard, analyze the information and take action to improve your business including: Unlocking Growth: Manage Through Metrics guide, KPI Listing - Sample Metrics, KPI Tracking Tool Sheet, and Action Plan Worksheet.  

Free