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Smart Finance Starts Here
Free tools to help you simplify your systems, strengthen your strategy, and stay audit-ready—all year long.
Whether you're leading a nonprofit with heart or building a business with hustle, your financial systems should support your mission—not sabotage it. This vault is filled with practical, easy-to-use resources created by Certified QuickBooks ProAdvisors, bookkeepers, and accountants who understand what it means to serve, scale, and stay compliant. From monthly checklists to strategic workbooks, every download is designed to help you move from chaos to clarity—one system at a time.
Free Resources for Financial Clarity
Created by Certified ProAdvisors, bookkeepers, and accountants who understand your mission
Your foundational guide to virtual finance for small businesses and nonprofits.
Monthly Finance Checklist
Simplify your systems. Strengthen your strategy. Stay audit-ready.
Created by Certified QuickBooks ProAdvisors who specialize in small businesses and nonprofits, this 8-page guide walks you through a clean, repeatable monthly finance routine. With weekly breakdowns, strategic insights, and quarterly prep tips, you’ll build clarity, confidence, and compliance—without the overwhelm.
Whether you're reconciling accounts, running payroll, or preparing board reports, this checklist helps you stay organized and audit-ready all year long.
What’s inside:
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Weekly task breakdowns with “why it matters” explanations
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Strategic tips for delegation, automation, and reporting
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Quarterly prep checklist for tax and grant readiness
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Bonus tools and links to expand your finance toolkit
Perfect for: Founders, bookkeepers, nonprofit leaders, and anyone ready to turn financial chaos into clarity.
👉 Download the free checklist and start building your monthly rhythm today.
📅 Important Dates Reminder System
Tax Deadlines
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Quarterly estimated tax payments (15th of April, June, September, January)
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Annual tax filing (March 15 for S Corps, April 15 for individuals and partnerships)
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1099 and W-2 filing (January 31)
Tax Deadlines
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Quarterly estimated tax payments (15th of April, June, September, January)
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Annual tax filing (March 15 for S Corps, April 15 for individuals and partnerships)
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1099 and W-2 filing (January 31)
Business Operations
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Annual business license renewal
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State registration renewals
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Insurance policy review dates
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Budget planning cycle (e.g., Q4 prep for next year)
Payroll Compliance
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Biweekly or monthly payroll run dates
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Federal and state payroll tax deposit deadlines
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Quarterly payroll filings (Form 941, state equivalents)
Nonprofit Reporting
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IRS Form 990 due date (15th of the 5th month after fiscal year ends)
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Grant reporting deadlines (based on funder requirements)
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Board meeting dates and financial review prep