Designed for small business owners, freelancers, and side-hustlers, the 2026 Bookkeeping & Tax Companion is a simple, minimalist, accountant-designed system that helps you stay organized, stay compliant, and stay ahead — without needing to become a bookkeeper or tax expert.
Everything inside this planner exists because of real issues I’ve seen while working with hundreds of clients. It was created for my clients — and now, it’s here to support you too.
This planner was not made for you to DIY your own bookkeeping, track income and expenses, or teach you how to file your taxes. It’s a financial organization system that helps you stay compliant and give your tax professional everything they need to do their job accurately.
A full calendar of important federal tax deadlines - Know exactly what’s due and when.
Weekly Habit Tracker - Stay organized and consistent with tasks to complete each week
Monthly checklists + reflection pages - Checklist of what to review, tax deadlines that month, and a space to keep notes for your accountant.
Quarterly checklists - Document changes in your business, what needs to be reviewed, and stay compliant year-round.
Annual tax preparation checklist - Confirm you’ve gathered everything needed for your 2026 filing.
Asset Log - Record equipment, tools, and large purchases that may qualify for depreciation or deductions.
Cash Log, Mileage Log & Home Office Log - Track the deductions most business owners miss.
Size:
A5 planner
55 pages
This item is non-refundable. By purchasing you are agreeing to these terms.
Designed for small business owners, freelancers, and side-hustlers, the 2026 Bookkeeping & Tax Companion is a simple, minimalist, accountant-designed system that helps you stay organized, stay compliant, and stay ahead — without needing to become a bookkeeper or tax expert.
Everything inside this planner exists because of real issues I’ve seen while working with hundreds of clients. It was created for my clients — and now, it’s here to support you too.
This planner was not made for you to DIY your own bookkeeping, track income and expenses, or teach you how to file your taxes. It’s a financial organization system that helps you stay compliant and give your tax professional everything they need to do their job accurately.
A full calendar of important federal tax deadlines - Know exactly what’s due and when.
Weekly Habit Tracker - Stay organized and consistent with tasks to complete each week
Monthly checklists + reflection pages - Checklist of what to review, tax deadlines that month, and a space to keep notes for your accountant.
Quarterly checklists - Document changes in your business, what needs to be reviewed, and stay compliant year-round.
Annual tax preparation checklist - Confirm you’ve gathered everything needed for your 2026 filing.
Asset Log - Record equipment, tools, and large purchases that may qualify for depreciation or deductions.
Cash Log, Mileage Log & Home Office Log - Track the deductions most business owners miss.
Size:
A5 planner
55 pages
This item is non-refundable. By purchasing you are agreeing to these terms.
