Free Resources for Small Business Owners

Simple tools to help you take control of your business finances- without the overwhelm.

Whether you're just getting started or looking to tighten up your operations, these free resources are designed to help real business owners like you. Grab a template, checklist, or guide and start building confidence in your numbers today.

Templates & Checklists

Monthly Bookkeeping Checklist

Year-End Tax Prep Checklist

Business Expense Categories Guide

🛠️ Tools We Recommend

These are the platforms, apps, and services we actually use and trust to help run small businesses more efficiently. From invoicing and payroll to automation and file organization, these tools can save you time, reduce stress, and support smarter decision-making.

Note: Some links may be affiliate links, but we only recommend what we genuinely use and believe in.

QuickBooks Online

The gold standard for small business bookkeeping. It keeps your income and expenses organized and integrates well with countless apps. 👉 Best for: Tracking finances, invoicing, and reconciling bank accounts.

Gusto

When you’re ready to grow into payroll, Gusto makes onboarding and tax filings smooth. 👉 Best for: Paying yourself or a team, with built-in compliance support.

NEXT Insurance

We recommend Next Insurance for affordable, customizable coverage tailored to small business owners. . 👉 Best for: Whether you're a sole prop or scaling up, they make getting insured quick and easy - no paperwork, no hassle

ClickUp

All-in-one task and project management that grows with your business. 👉 Best for: Organizing bookkeeping processes, client work, or content creation.

Canva

DIY your brand assets. Templates for social posts, logos, and marketing materials- even if you’re not a designer. 👉 Best for: Branded visuals, website graphics, and course content.

ChatGPT

Use AI to draft emails, generate marketing copy, or build SOPs for your business- saving hours each week. 👉 Best for: Content creation, automation, and brainstorming.

Podia

Want to monetize your expertise? Podia makes it easy to launch and sell online courses. 👉 Best for: Course creators or service-based businesses building digital products.

HoneyBook

A streamlined client management system for sending proposals, contracts, and invoices-beautifully. 👉 Best for: Freelancers or consultants handling client relationships.

Tailwind

Plan your social content visually and automate posting for Instagram and Pinterest. 👉 Best for: Content batching and maintaining a social media presence.

ConvertKit

Build and automate your email list with customizable forms and sequences. 👉 Best for: List building, lead magnets, and nurturing your audience.