Resources for Founders, Entrepreneurs, and Start-Ups.
Practical guides, downloadable templates, and step-by-step playbooks — everything you need to run a sharper business and keep your self-directed IRA custodian-ready.
The Small Business Starter Guide
A practical checklist for setting up your workspace, chart of accounts, and first invoice in under an hour.
Read the guideNewSelf-Directed IRA Basics
What you can track, how contributions work, and how to keep your records custodian-ready year round.
Read the guideDownloadInvoice Template Pack
Six branded invoice templates, plus a rate card and payment terms worksheet you can copy today.
Read the guideGuides & Playbooks
Step-by-step walkthroughs for the workflows small business owners run every week.
Accounting Cheat Sheet
Common categories, reconciliation tips, and a quick reference for clean books.
Read the guideChart of Accounts, Explained
How to pick a template, when to add a new account, and why numbering matters.
Read the guideTeam Roles Explained
Owner, admin, accountant, member — who can see and do what in your workspace.
Read the guideReconciling a Business Bank Account
A monthly rhythm that catches missing entries before they become tax-season headaches.
Read the guideCustodian-Ready IRA Records
What paperwork custodians actually ask for, and how to export it in one click.
Read the guideSecurity Best Practices
How workspace isolation, row-level security, and short-lived sessions protect your data.
Read the guideTemplates & Downloads
Ready-to-use files you can rebrand, fill in, and send in minutes.
Branded Invoice Templates
Six invoice layouts with your logo, colors, and payment terms baked in.
DownloadExpense Categorization Sheet
A printable one-pager that maps common expenses to standard categories.
DownloadClient Onboarding Checklist
The exact questions to ask before you send a first invoice or SOW.
DownloadIRA Contribution Tracker
A simple spreadsheet to log contributions, rollovers, and custodian fees.
DownloadChart of Accounts Starter
A prebuilt CSV for services, retail, and manufacturing — ready to import.
DownloadBrand Style Cheat Sheet
Pick colors, fonts, and a logo mark that survive the print-to-portal jump.
DownloadTools & Calculators
Quick calculators and utilities to answer a question in seconds — not a spreadsheet later.
Hourly-to-Project Rate Calculator
Convert your target income into a rate you can quote with confidence.
Open the toolEffective Tax Rate Estimator
A rough monthly set-aside so quarterly estimates never sneak up on you.
Open the toolIRA Contribution Room Checker
See how much room you have left this year across traditional and Roth.
Open the toolNew Guides, Delivered Monthly.
One short email a month with fresh templates, tax deadlines, and IRA insights. No fluff, unsubscribe anytime.