Free Resources

Download free templates, checklists, and guides for eCommerce sellers

📄 PDF Guides

Comprehensive guides to help you manage your eCommerce finances

Complete Guide to eCommerce Bookkeeping

Learn the fundamentals of bookkeeping for online sellers, including how to track income, categorize expenses, and prepare for tax season. Perfect for beginners starting their eCommerce journey.

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Tax Deductions Checklist for Online Sellers

Maximize your tax savings with this comprehensive checklist of deductible expenses. Includes home office, inventory, shipping, advertising, software, and more.

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Understanding Sales Tax for eCommerce

Navigate the complex world of sales tax with this guide covering nexus requirements, state-by-state obligations, and compliance strategies for multi-state sellers.

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Year-End Tax Planning for Self-Employed

Strategic tax planning guide to help you reduce your tax burden. Covers quarterly payments, deductions, retirement contributions, and S-Corp considerations.

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📊 Templates & Spreadsheets

Ready-to-use Excel and Google Sheets templates for tracking your business finances

Income & Expense Tracking Spreadsheet

Track all your business income and expenses in one organized spreadsheet. Includes automated calculations for monthly totals, profit margins, and category breakdowns. Compatible with Excel and Google Sheets.

Quarterly Tax Payment Calculator

Calculate your quarterly estimated tax payments with this easy-to-use spreadsheet. Includes formulas for self-employment tax, income tax, and payment schedules with deadlines.

Profit & Loss Statement Template

Professional P&L template for creating monthly, quarterly, and annual financial statements. Pre-formatted categories for eCommerce businesses including COGS, marketplace fees, and shipping costs.

Monthly Bookkeeping Checklist

Never miss important bookkeeping tasks with this monthly checklist. Includes bank reconciliation, expense categorization, invoice tracking, and tax preparation reminders.

Cash Flow Projection Template

Plan your business cash flow with 12-month projections. Track expected income, expenses, and cash position to avoid cash crunches and plan for growth investments.

Inventory Tracking Spreadsheet

Manage your inventory with this comprehensive tracking template. Monitor stock levels, reorder points, product costs, and inventory value for better purchasing decisions.

📧 Email Courses

Free multi-part email courses delivered straight to your inbox

7-Day Bookkeeping Basics Course

Learn bookkeeping fundamentals in just 7 days. Each email covers essential topics including setting up your chart of accounts, recording transactions, reconciling accounts, and generating financial reports.

Self-Employment Tax Masterclass

5-part email series covering everything you need to know about self-employment tax. Learn how to calculate SE tax, make quarterly payments, maximize deductions, and evaluate S-Corp election.

Sales Tax Compliance Crash Course

6-day course teaching you how to handle sales tax for multi-state selling. Covers nexus determination, registration process, collection requirements, filing deadlines, and automation tools.

Profitable eCommerce Financial Planning

10-part series on building financial systems for sustainable growth. Learn cash flow management, profit optimization, break-even analysis, pricing strategies, and financial forecasting.

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