Small Business Financial & Tax OS

Guessing at your numbers all year, then scrambling every tax season? Small Business Financial & Tax OS is one connected system that tracks revenue, controls expenses, captures legitimate deductions, and gets you ready for taxes — all year, not just in April.

24 linked tabs covering revenue, expenses, deduction audit, mileage, home office, meals, assets, contractors, invoices, cash flow, profitability, tax reserve, estimated tax, QBI, retirement, health insurance, tax credits, and year-end prep — all feeding one live Dashboard.

What's included:

- README (PDF)

- Small-Business-Financial-Tax-OS.xlsx (24 connected tabs, Excel & Google Sheets)

Every rate and limit (mileage, home office, retirement, tax reserve %) lives in one Settings tab and drives every formula — update it yourself each year, no repurchase required.

Built for freelancers and small business owners who track their own finances and want fewer surprises at tax time. Instant digital download.