Bookkeeping Basics
Build a traceable record system, reconcile statements, review cash operating results and prepare a documented monthly close.
Who this is for
Small business owners managing their own books
Workflows
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Bookkeeping and Monthly Close Basics
Set a traceable ledger, document transactions, reconcile statements and review cash operating results before a clear monthly close and tax handoff.
Tax Filing Guide
Free step-by-step tax filing for W-2 employees. Plan tax filing with calculators and checklists covering gather tax documents, estimate tax liability.
Freelance Tax Records and Payment Planning
Reconcile US freelance income, check home-office deductions, separate SE tax and allocate a verified annual payment target with a filing checklist.
Tools for this topic
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8 of 8 tools shown
Simple in-browser notepad with auto-save. Write quick notes that persist in your browser. Download as text file. No signup needed.
Calculators
Calculate monthly side-business cash surplus, a chosen reserve and returns per recorded hour. Keep losses visible and save documented comparisons.
Calculators
Allocate a current Form 1040-ES annual payment target after expected withholding, applicable credits, and confirmed estimated payments already made.
Calculators
Reconcile one pay statement exactly from its printed gross pay, tax withholding, pre-tax deductions, and after-tax deductions.
Calculators
Estimate US federal income tax for 2025–2026. See federal tax owed, effective and marginal rates, and after-tax income by filing status.
Calculators
Allocate exactly 100% of monthly income, compare non-negative actual spending, expose fixed-dollar extras, and review transparent balances and planning ratios.
Calculators
Calculate a simplified US home-office deduction by month, or allocate eligible renter expenses, with business-income limits and saved cases.
Calculators
Model the standard Schedule SE Social Security and Medicare components from explicit current factor, wage-base, wage, and rate inputs.
Calculators
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Business Tax & Bookkeeping
Keep a traceable ledger, distinguish entity tax treatment, reconcile operating results and allocate a separately verified payment target.
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Tax Planning for Self-Employed
Reconcile sole-proprietor records, check home-office methods, separate tax components and allocate a verified annual payment target.
Business Accounting
Build the books, reconcile statements, review gross and operating profit and keep business cash timing visible.
Small Business Launch
Build an offer, verify formation requirements, price the work and plan launch cash before adding staff and reviewing the books.
Small Business Growth & Operations
Connect pricing, hiring budgets, order testing and operating reviews with documented costs and observed results.