Get organized from day one—and stay prepared for tax time.
The Small Business Startup & Tax Toolkit combines practical guidance from a CPA with an interactive Excel workbook designed for new and existing small business owners.
Your download includes:
• Step-by-Step Small Business Startup & Tax Guide
• Interactive Excel Recordkeeping Workbook
• Income and expense tracking
• Mileage log with deduction tracking
• Asset and equipment tracker
• Contractor payment tracker
• Quarterly tax checklist
• Year-end tax summary
$99 one-time purchase • Immediate digital download
Created by Gregory Holzel, CPA, MBA of GT Financials PLLC.
For general educational and recordkeeping purposes only. This toolkit does not constitute individualized tax, legal, accounting, or financial advice.

