This Clarity Bundle includes a PDF with links to these 3 checklists (Google Sheets version which you can save and/or download to Excel) all of which are completely customizable.

#1 BUSINESS INFORMATION SHEET

Keep all your business licenses, numbers and accounts details in 1 quick access page. This allows you to stop searching for the numbers when you need them - Save yourself TIME, you got more important things to do!

#2 – BUSINESS CALENDAR

Keep on top of all those dues dates, know who is doing what, what was paid and when, and links to final receipts or documents . You won’t have to stay up at night worrying if you missed that tax deadline! And save money by not having to pay late charges for missed payments.

#3 – FINANCIAL CLARITY CENTER (FCC)

Know your numbers! The FCC is your dashboard for your financial accounts. This helps you to organize your bank, brokerage, retirement accounts, credit cards, auto loans, lines of credit and mortgages. A great start when setting up QuickBooks Online!