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Calculators

Free tools built by the CPA who prepares the returns. Each one lists the rules and figures it uses.

All 12 calculators

Most used

S-Corp vs. Sole Proprietor ›1099 Estimated Tax Planner ›Withholding Checkup ›
When a tool isn’t enoughEvery calculator links to the service or model that covers the rest of the question.Send an inquiry

Models

Excel workbooks for reporting and tax analysis. Licensed per user or firm; you own your copy.

All models

What’s inside

21 tabs, 28,550 formulas (FRP) ›§1374 and LIFO recapture (C→S) ›Pre- and post-2025 §1202 rules ›
Rather have me run it?I can build the reporting package or run the analysis as an engagement.Send an inquiry
Services›Accounting

Accounting and monthly close

Decisions are only as good as the financials behind them. I keep the accounting current and closed each month, so the numbers are ready when a decision is.

Send an inquiry Try the True Runway calculator
SoftwareQuickBooks Online
CloseEvery month
ContractorsJob costing

Who this is for

Owner-run businesses that want a closed set of books every month

Startups and early-stage companies that need a monthly close and financial statements they can put in front of a lender or investor

Businesses more than a few months behind that need a cleanup before tax season

Contractors who need job costs kept separate from overhead

S-corporation owners whose books feed an 1120-S

In order

Each month

  1. Categorize bank, card and loan activity in QuickBooks Online.

  2. Reconcile every bank and credit card account to its statement.

  3. Review the balance sheet: owner draws and contributions, loans, payroll liabilities, and anything left in suspense.

  4. Close the period and send you a profit and loss statement and a balance sheet, with a short note on anything that needs your answer.

Contractors

Construction books have to show profit by job, not only the company total. I set up job costing so labor, materials and subcontractor costs land on the right job, keep overhead separate, and track retainage. For contracts that run across a year-end, I can help you work out how revenue should be recognized.

Cleanups

If the books are behind, I first review the periods involved and the records available, then quote the cleanup as a fixed-scope project. Ongoing monthly work starts once the books are current.

Payroll isn't part of the monthly accounting service. If you need payroll, I can help you set it up with a provider you run yourself.

Questions

Do I have to switch software?

Not necessarily. I work in QuickBooks Online. If you use something else, we can talk about whether a move makes sense.

How is it priced?

A monthly fee based on transaction volume and the number of accounts, set in the engagement letter. A cleanup is quoted separately.

Calculator · BUS-06

True Runway

A cash forecast by month and by week under bad, base and good scenarios, with a reserve for taxes.Calculator · DEBT-01

Loan Amortization

Payment, total interest and a full schedule, with the savings from extra principal payments. Excel model

Financial Reporting Package

Controllers, accountants and owners who start from a trial balance

Books behind, or ready to hand off? Ask me.

Send a few sentences. If it fits, you get an engagement letter with the scope and fee, and the IRC §7216 consent forms. Documents go through the secure portal.

Send an inquiry