Track income and expenses, reconcile accounts, categorize transactions, and prepare for tax filing.
Small business owners managing their own books
Choose accounting software
Connect bank feeds
Categorize monthly transactions
Reconcile accounts monthly
Start with the closest real-world task, then use the mapped tools inside each guide.
Free step-by-step bookkeeping for small business owners. Plan bookkeeping with calculators and checklists covering set chart of accounts, record transactions.
Free step-by-step tax filing for W-2 employees. Plan tax filing with calculators and checklists covering gather tax documents, estimate tax liability.
Free step-by-step freelance tax for freelancers. Plan freelance tax with calculators and checklists covering track all 1099 income, calculate self-employment.
Filter and categorize specialized tools in this niche field by functionality and complexity.
Calculate gross profit and operating profit or loss from net revenue, cost of sales, and operating expenses for one consistent period.
Allocate exactly 100% of monthly income, compare non-negative actual spending, expose fixed-dollar extras, and review transparent balances and planning ratios.
Allocate a current Form 1040-ES annual payment target after expected withholding, applicable credits, and confirmed estimated payments already made.
Model the standard Schedule SE Social Security and Medicare components from explicit current factor, wage-base, wage, and rate inputs.
Create a browser-stored invoice draft with line items, cent-rounded totals, one discount and tax rate, notes, branding, and a print/save-as-PDF layout.
Reconcile one pay statement exactly from its printed gross pay, tax withholding, pre-tax deductions, and after-tax deductions.
Estimate US federal income tax for 2025–2026. See federal tax owed, effective and marginal rates, and after-tax income by filing status.
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Organize income, expenses, estimated taxes, records, and simple finance operations.
Set up bookkeeping, chart of accounts, invoicing, expense tracking, and monthly financial reviews.
Compare buying, debt, savings, real estate, and household budget decisions before committing.
Estimate quarterly taxes, track deductions, choose business structure, and avoid common filing mistakes.
Turn a business idea into entity setup, pricing, insurance, hiring, bookkeeping, and marketing steps.
Plan employee costs, marketing budgets, social content, hiring steps, pricing, and basic operating controls.