Financial Tools & Resources

Free downloads to help you manage your business finances with confidence and clarity.

Tax Deduction Checklist

Comprehensive checklist of common business tax deductions

Format: PDF

Bookkeeping Best Practices Guide

Essential bookkeeping practices for small businesses

Format: PDF

CA vs TX Tax Comparison Guide

Side-by-side comparison of California and Texas tax requirements

Format: PDF

Quarterly Tax Estimator

Worksheet to calculate quarterly estimated tax payments

Format: Excel/PDF

Additional Helpful Resources

External links to trusted sources for your financial education

Government Resources

IRS Tax Information California Franchise Tax Board Texas Comptroller Resources Small Business Administration

Software & Tools

Bookkeeping Software Comparisons

Find the right accounting software for your business

Expense Tracking Tools

Mobile apps to capture receipts on the go

Invoicing Solutions

Professional invoicing for small businesses

Need Personalized Guidance?

While these resources are helpful, nothing replaces personalized advice tailored to your unique situation. Let's discuss how I can support your financial success.