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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›Reporting & modeling

Financial reporting and modeling

Reporting packages built from a trial balance, opening balance sheets after an acquisition, and models that answer a specific decision, built so you can audit every number.

Send an inquiry Try the True Runway calculator
StandardsASC 842 · 810 · 805 · 606
PackageBS · IS · CF · notes
EngagementSSARS AR-C 70

Who this is for

Controllers and owners who need a reporting package from a trial balance

Companies adopting or cleaning up lease accounting

Owners who need an opening balance sheet after an acquisition

Owners facing a specific decision: financing, hiring, a purchase or a change of entity

Startups and owner-run businesses that need financial statements and a cash forecast to take to a lender or investor

Technical accounting

Leases (ASC 842)
Classification, the right-of-use asset and lease liability, remeasurements, and the journal entries each period.
ASC 842
Consolidation (ASC 810)
Intercompany eliminations and noncontrolling interest.
ASC 810
Business combinations (ASC 805)
Purchase price allocation and the opening balance sheet.
ASC 805
Revenue (ASC 606)
Performance obligations and timing, especially for contracts that run across periods.
ASC 606

Reporting and forecasts

Financial reporting package
Balance sheet, income statement, cash flows, notes and analytics built from your trial balance, with adjusting entries kept visible.
Cash forecasting
13-week and monthly forecasts with scenarios you can change.
Decision models
A model built around one question, with clear inputs, calculations and outputs, and a handoff you can maintain.

Preparing financial statements is an engagement under the SSARS (AR-C 70) and is set out in its own engagement letter.

Questions

Can I buy the model instead?

Yes, several are for sale as Excel workbooks (see Models). If you'd rather I run it for you, send an inquiry.

Do you do audits?

No. I don't perform audits.

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 · RE-01

Rental Property Analyzer

Net operating income, cap rate, cash-on-cash return and debt service coverage for a rental property. Excel model

Financial Reporting Package

Controllers, accountants and owners who start from a trial balance

A reporting or modeling question? 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