KNOW YOUR NUMBERS
Keep Tax-Ready Records (No Scramble)
Never scramble in April again
What it solves
Spending tax money you already owe and digging for receipts in April is a stressful trap. This guide is for owners who want records ready all year. You set money aside as you earn, capture receipts and mileage, check in quarterly, and bundle everything into one clean packet for your accountant.
What this is worth: A bookkeeper plus a fractional CFO runs $2,000 to $4,000 a month.
What is inside
- A separate tax savings account funded with a percent of every payment.
- A receipt routine: photograph each one immediately and file it by month.
- A mileage log recording date, miles, and purpose for every business trip.
- A quarterly check-in with tax dates marked and income reviewed.
- A year-end packet of income and expense summaries, receipts, and mileage for your accountant.
One time
Instant download with a copy-paste AI prompt. Yours to keep.
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Questions, answered
The file does not give you a number. It tells you to ask your CPA for your percentage, then move that slice of every payment into a separate tax savings account and leave it alone.
The system is built to hand off cleanly to one. Before you start, have your bookkeeping running, a tax savings account, and your accountant's contact or a plan to find one.
Receipts photographed and filed by month, a mileage log with date, miles, and purpose, and income and expense summaries exported at year end. Together they form one packet for your accountant.
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