Learning Center

Free resources to help you understand your finances

Guides, checklists, and plain-English tips for freelancers and small business owners — no accounting degree required.

Checklist Freelancers & Small Biz

Monthly Bookkeeping Checklist

10 things to do at the end of every month to keep your books clean and avoid a tax-time scramble.

3 min read Read
Guide Freelancers

Bookkeeping 101 for Freelancers

Just started freelancing? Here's exactly what you need to track, what to ignore, and how to set yourself up for tax time without panic.

6 min read Read
Article Small Business

What Your Profit & Loss Statement Is Actually Telling You

Most business owners get a P&L and have no idea what to do with it. Here's how to read it and what to act on.

5 min read Read
Quick Tip Freelancers & Small Biz

Separate Your Business & Personal Finances — Today

The single biggest mistake new business owners make. Here's why it matters and how to fix it in under an hour.

2 min read Read
Guide Small Business

QuickBooks Online: Getting Set Up the Right Way

A step-by-step walkthrough for setting up QuickBooks Online correctly from day one — so you don't have to undo a year of bad data later.

8 min read Read
Checklist Freelancers & Small Biz

Year-End Tax Prep Checklist

Everything you need to hand off to your CPA (or file yourself) — organized, in one place, so tax season doesn't derail your January.

4 min read Read
Article Small Business

Cash Flow vs Profit: Why You Can Be Profitable and Still Broke

One of the most confusing things in small business finance — explained simply, with a real-world example you'll actually recognize.

5 min read Read
Quick Tip Freelancers

How Much to Set Aside for Taxes as a Freelancer

The simple rule of thumb that keeps freelancers from getting hit with a surprise tax bill — and how to adjust it for your situation.

2 min read Read
Guide Small Business

How to Read a Balance Sheet Without an Accounting Degree

Assets, liabilities, equity — what they actually mean and what to look for when reviewing your business's financial health.

7 min read Read

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