Your Business Success Information Center
Welcome to your go-to hub for business success! Our Information Center is packed with tools and insightful guides designed to help heart-centered providers and female entrepreneurs take control of their finances and simplify their operations.
Not quite ready to hire a bookkeeper? Start with our free and paid resources (from bookkeeping templates to business planning guides), all created to help you organize, understand, and feel confident about your numbers.
When you’re ready for deeper support, you can
- Join our RISE Business Confidence Membership, perfect for business owners who want hands-on guidance without committing to full-service bookkeeping.
- Schedule a Bookkeeping Strategy Session to discover how we can partner with you to grow your business with clarity and peace of mind.
Wherever you are in your journey, from launching to scaling, we’re here to help you find clarity, confidence, and calm in your finances.
Free Tools to Build Financial Confidence
Simple resources to help you feel in control of your finances.
- Quick-Start Business Money Mastery Guide for Heart-Centered Entrepreneurs – Five practical steps to understand cash flow, protect profit, and feel confident about your money.
- Tax Deadlines Calendar – A sectioned list of key filing & payment dates so small business owners stay compliant and avoid penalties.
- Glossary of Bookkeeping Terms – Plain-language definitions of the bookkeeping words that usually confuse clients, so you feel informed, not overwhelmed.
- Am I Ready for a Bookkeeper? Guide – A short checklist to help you know when to hire help and what a bookkeeper will actually do for you.
Looking for more hands-on support? Our RISE Business Confidence Membership offers deeper guidance and resources designed for entrepreneurs like you.
DIY Resources for Service-Based Entrepreneurs
Practical tools to help you organize your finances and grow with clarity and confidence.
- Know Your Numbers Tracker – Simple, customizable tracker to monitor income, expenses, and cash flow so you can make confident decisions.
- Business & Financial Plan Template – Easy, editable template that pairs your goals with a financial forecast to plan for profitable growth.
- QuickBooks Online Beginner’s Guide – Step-by-step intro to QuickBooks Online for small business owners who want to get organized and tax-ready.
Sometimes a template isn’t enough. If you’d like personalized support with your books, let’s talk. Schedule your Bookkeeping Strategy Session below.
Essential Tax and Compliance Forms
Quick access to the key forms every small business needs to stay compliant.
- W-9 (Request for Taxpayer ID) – Standard form for collecting independent contractor tax info.
- W-4 (Employee Withholding Certificate) – Employee form for setting federal tax withholding.
- I-9 (Employment Eligibility Verification) – Form to verify new hires are authorized to work in the U.S.
- BEN-8 (Certificate of Foreign Status) – Use this form when working with non-U.S. contractors so you collect the right info and stay IRS-compliant.
Staying compliant is just one piece of your financial puzzle. For ongoing clarity and peace of mind, we’re here to help every step of the way.
Complimentary Bookkeeping Strategy Session
Book your complimentary call to discuss your business, goals, and financial challenges. We’ll uncover the right mix of bookkeeping and strategy to simplify your finances and support your growth.
We look forward to speaking with you soon.