Free download • 9-step guide

Get tax-ready all year (without the April panic)

A simple, repeatable routine for keeping receipts, expenses, contractor docs, and year-end prep in good shape—month by month.

What you’ll walk away with

  • A “capture-first” habit so documents don’t pile up.
  • A clean way to organize business expenses.
  • A monthly check-in to keep numbers trustworthy.
  • Quarterly reminders for things that sneak up.
  • A calmer year-end handoff.
  • A cadence you can maintain.

How it works

Download the guide, start with one “starter habit,” and follow a weekly → monthly → quarterly rhythm. You’re never more than 30 days from being ready.

Turn “I’ll deal with it later” into a simple system

A clear cadence so you don’t reinvent your process every month.