Free Downloads

Practical tools you can put to work today.

Two of my students' favorite resources, free for you to download and keep. Print them, pin them up, and keep them close while you work.

Debit & Credit Cheat Sheet

The rules, all on one page.

Every account type, which side increases it, and how the T account works, plus contra accounts and temporary accounts explained in plain English.

Keep it next to you while you work, and you'll never second-guess an entry again.
Debit and Credit Cheat Sheet showing T accounts for assets, liabilities, owner's equity, revenue, and expenses

Month-End Checklist

Close every month with confidence

A step-by-step list of everything to review before you call the month done: bank reconciliations, accounts receivable and payable, payroll, liabilities, and more.

Nothing missed. Nothing forgotten.
Month-End Checklist for reviewing bank, accounts receivable, accounts payable, payroll, and liabilities

Ready to Go Deeper?

These tools are a great start. My Certificate Programs teach you the whole picture.