Free Finance Guides for Entrepreneurs

Free accounting advice from experienced business owners and tax professionals.

Free Resources

Free Finance Guides and Checklists

If your goal for this year is to figure out your finances and get set in all personal and business finance areas, we’ve got something for you! Tackle all of these items in quick, easy-to-understand guides that comes with advice from us (a CPA and an MBA)to help you tackle this once and for all!

01

Free Checklist

A list of everything businesses need to have ready for end of the year filings!

02

Free Guide

Filing business taxes is more complicated than personal taxes. Learn how a CPA can help!

03

Free Guide

Things to keep in mind when converting your business to an S-Corp plus examples!

04

Free Checklist

Know what you need to legally start your business and be aware of the ongoing financial tasks

05

Free Guide

Know what the IRS deems a deductible expense so you can save money on your business taxes!

06

Free Resource

How to choose your tax entity so you know HOW your business income will be taxed by the IRS

 These business owners are loving their guides!

After being part of a few start-ups, I was confident about most of the nuts and bolts of starting a business. But the Sands team made the tax side so much more clear in their guide. Not only did I go back and change a few of our foundational pieces, but I not will have a better understanding of things to look for as we hit new levels of success. I wish I had this as a brand new business owner but now is better than never having it!


I am in love with this Personal Finance Guide! It makes the daunting task of personal finances much more approachable. The guide helped me look at my finances comprehensively to see where I am and what my habits are but also helps to outline goals and action steps to get there. The weekly meeting templates are beyond helpful for creating conversations between my husband and I, which helps us be a team when we approach finances. We are able to support and hold accountability between us!


It’s an idiot-proof way to approach finances for my husband and me. we’re two very busy people with a chaotic life, so taking finances to a thorough yet simple place is exactly what we needed! The Personal Finance Guide has allowed us to make financial progress without adding another item to our mental load.

We’re Carson and Teran Sands

We were raised by entrepreneurs running all types of business from tow trucks to hair salons. We've seen first hand how good and bad accounting can greatly help or hinder a business! We have a HUGE soft spot for entrepreneurs and have dedicated our business to them the past four years.

We wanted a way to offer our knowledge and advice to every new business owner! However, we didn't have enough hours in the day to sit down and discuss all necessary information with each new entrepreneur who sought our help.

We saw that entrepreneurs needed help starting their business AND help with the ongoing tasks required to run a business in today's world. We couldn't find any resources available that explained all of it in an digestible format.

We created these FREE resources to help the average person or business owner save time and money when it comes to filing taxes.

We wrote these guides so you can make quick progress on your financial goals, without having to hire a CPA.

 Need more information?
Check out our other guides.