Free Guides

Practical playbooks for owners who bill by the hour — and everyone scaling toward it.

Straight-talk financial guides from a CPA-led team. Each one includes a 90-second self-test. Free to download, quick to read.

The Founder's Guide

5 Costly Financial Mistakes AI Makes

For founders & owners

Why automated accounting leaves founders exposed — and the five blindspots to close before they cost you.

Get the guide →

The Law Firm Owner's Guide

A Bar-Compliant Trust Account

For law firm owners

Five rules, one reconciliation, and the mistakes that quietly put a law license at risk.

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The Owner's Guide

Cash Flow & Getting Funding-Ready

For business owners

Why profitable businesses still run out of cash — and how to make sure yours stays funding-ready.

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The Margin Guide

Where Your Billable Hours Leak Margin

For time-billing firms

The five leaks that quietly drain profit from firms that bill by the hour — and how to plug them.

Get the guide →

Resources to Help You and Your Business

Books We Recommend

Book cover titled 'Profit First' by Mike Michalowicz, with crossed-out words like 'RENT,' 'PAYROLL,' 'UTILITIES,' 'TAXES,' and 'SUPPLIES,' and an orange banner reading 'Revised and Expanded'.

PROFIT FIRST

Mike Michalowicz

Book cover titled "The Myth Revisited" by Michael E. Gerber with a blue and white color scheme, gold badge indicating "More than two million copies sold!" and subtitle "Why Most Small Businesses Don't Work and What to Do About It."

THE E-MYTH REVISITED

Michael E. Gerber

Cover of a book titled 'Duct Tape Marketing: Revised and Updated' by John Jantsch, featuring a roll of duct tape and a quote praising duct tape.

DUCT TAPE MARKETING

John Jantsch

Recent Podcast Interviews with Steve Koch

Sound Success - Bookkeeping Edition

Steve teaches the audience strategic ways to organize your financial records and simplify your bookkeeping. He explains how hiring a bookkeeper can transform tax preparation into a seamless experience.

Solopreneur's Toolkit: Creating Your Perfect Spending Plan

Lindy Nowak 5/23/24 Lindy Nowak 5/23/24

Solopreneur's Toolkit: Creating Your Perfect Spending Plan

A step-by-step guide for solopreneurs to take control of their monthly spending. Learn how to create a personalized budget that works for your busy schedule and helps you achieve your financial goals.

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