Free tools, data and templates
Calculators, state tax data and templates for small businesses and accounting firms. Every number links to its source, and every page shows when it was last checked. Free to use and cite.
Free tools
- In-house vs outsourced bookkeeping cost calculator
Your state’s bookkeeper wage plus employer payroll taxes, next to an outsourced monthly plan.
- White-label bookkeeping margin calculator
For CPA firms: margin per client after partner cost and review time, and the break-even against one more hire.
- Sales tax nexus checker
Economic nexus thresholds for 20 states, each linked to the state’s own page, with a checker.
- Pricing estimator
Pick services and transaction volume to see a monthly price.
Data you can cite
- Bookkeeper salary by state
BLS May 2025 wages for all 50 states and DC, sortable, with a CSV download.
- Texas bookkeeper pay by metro area
26 Texas metros and statewide, plus accountants in five metros, with a CSV download.
- Colorado home-rule sales tax cities
The 65 cities that collect their own sales tax, with city rates from DR 1002 (July 2026).
- Texas, Georgia and Colorado compliance calendar
Federal payroll and state sales tax and annual filing dates in one place.
Downloads
- Starter chart of accounts (CSV)
A small-business chart of accounts with notes, ready to adjust with your CPA.
- Bookkeeper wages by state (CSV)
The data behind the salary-by-state page.
- Texas bookkeeper pay by metro (CSV)
The data behind the Texas pay page.
- Sample deliverables (PDF)
Month-end close package, multi-state sales tax workpaper, payroll tax reconciliation, cleanup and a compliance tracker.
Guides
- Small business bookkeeping: a monthly checklist
Weekly, monthly, quarterly and year-end tasks.
- How to hire an outsourced bookkeeper
Vetting questions, red flags, a scorecard and safe access setup.
- Offshore bookkeeping for US CPA firms
Costs, client consent rules and a controls checklist.
- 1099-NEC threshold for 2026
The $2,000 rule, who must file, and the February 1, 2027 due date.