Practical Guides
for Small Business Owners

The complete, step-by-step system for setting up your business right from day one — covering legal setup, banking, QuickBooks, taxes, and owner pay, plus 5 ready-to-use templates to put it all into action.

• Step-by-step setup for entity, EIN, banking, and licenses — done in the right order
• Full money systems section: QuickBooks, chart of accounts, bookkeeping, and taxes
• Owner compensation explained — how to actually pay yourself by entity type
• 7 expensive mistakes new owners make, and how to avoid every one
• Includes 5 ready-to-use templates: Command Center, expense tracker, deadline tracker, invoice, and proposal

A practical guide to 25+ common QuickBooks Online problems — what may be causing them, what they may be affecting, and the safest next step before you delete, void, or change the wrong thing.

• 25+ common and costly QuickBooks Online problems
• The likely cause of each problem
• What the problem may be affecting in your books
• The safest next step to investigate or correct it
• “Your Next Moves” sections to help you prioritize

A repeatable monthly system for completing your books, understanding what the numbers mean, and deciding what needs your attention next.

• A six-phase process: Collect, Record, Reconcile, Complete, Review, and Decide
• A Monthly Close Tracker so important work doesn't get overlooked
• Plain-language Profit & Loss and Balance Sheet reviews
• A Monthly Money Snapshot and decision worksheet
• QuickBooks rules, warning signs, and year-end readiness steps