Free Resources
Free Bookkeeping Resources for Small Businesses and Nonprofits
Use these practical resources to organize financial records, build consistent bookkeeping habits, and prepare more confidently for conversations with a bookkeeper, CPA, or tax professional.
Pick a Bookkeeping System
- Summary
- A practical guide to comparing bookkeeping tools and selecting a system that fits your current workflow.
- Best for
- Business owners choosing or replacing bookkeeping software.
- Key takeaway
- Choose a system that supports accurate records, consistent use, and future growth.
New Business Bookkeeping Startup Checklist
- Summary
- A checklist for establishing essential bookkeeping accounts, records, and processes when starting a business.
- Best for
- New business owners building their financial foundation.
- Key takeaway
- Good bookkeeping begins with organized accounts, documents, and routines.
Monthly Bookkeeping Checklist
- Summary
- A repeatable monthly checklist for keeping transactions, accounts, and records current.
- Best for
- Business owners managing recurring bookkeeping tasks.
- Key takeaway
- Consistent monthly maintenance prevents larger cleanup problems later.
How to Organize Receipts & Records
- Summary
- Practical guidance for storing and organizing receipts and financial documents.
- Best for
- Business owners who need a more dependable document-management process.
- Key takeaway
- Organized source documents make bookkeeping and tax preparation easier.
What Counts as a Business Expense
- Summary
- An introductory guide to identifying and documenting common business expenses.
- Best for
- Small business owners learning how to separate business and personal spending.
- Key takeaway
- Accurate categorization depends on clear records and legitimate business purpose.
Sample Chart of Accounts for Small Businesses
- Summary
- A sample account structure for organizing income, expenses, assets, liabilities, and equity.
- Best for
- Business owners setting up or reviewing their bookkeeping system.
- Key takeaway
- A clear chart of accounts makes financial reporting easier to understand.
End-of-Year Bookkeeping Checklist
- Summary
- A year-end checklist for reviewing records and preparing financial information for a tax professional.
- Best for
- Businesses preparing to close the books for the year.
- Key takeaway
- Year-end preparation is easier when reconciliations and records are completed before tax filing begins.