Free Financial Tools

Use these simple checklists and guides to review your books, stay ahead of tax deadlines, and make better financial decisions each month.

Free Business Tools

Monthly Bookkeeping Checklist

A simple monthly system that helps you catch errors early, trust your numbers, and stay ready for tax time. No stress.

QuickBooks Online Checkup

A 10-point checkup that shows you exactly where your books are wrong, what each error is costing you, and how to fix it — before tax season.

New Business Checklist

A step-by-step startup checklist that shows exactly what to do when launching your business — from registration to banking to taxes and accounting setup.

The Big List of Small Business Tax Deductions

A simple checklist of the most common deductions small business owners overlook — including software, travel, vehicle expenses, subscriptions, and home office costs.

Tax & Bookkeeping Calendar

Stay ahead of federal tax deadlines so you never scramble at the last minute again.

Guide To Manage Cash Flow

Free Personal Finance Tools

15 Minute Monthly Money Checkup

Understand your finances in just 15 minutes a month using a simple repeatable clarity routine.

I help business owners review their numbers every month so they can make better decisions.

These tools use that same clarity approach — adapted for both business and personal finances.

Start with one tool.

Use it monthly.

Your confidence with money will grow from there.

— Jason
JBS Mint