Tax Ready Resources
Downloads, checklists, and tools from the book
Free Downloads
Access these free resources to start your Tax Ready journey:
📋 90-Day Implementation Checklist
Your complete roadmap from “good enough” to audit-ready. Includes milestones, deliverables, and success metrics.
📊 Tax Ready Scorecard Template
Self-assessment to evaluate your current financial health. Score yourself across documentation, policies, controls, and tax readiness.
📝 Sample Policy-to-Rule Translations
Learn how to convert plain English policies into automated rules that enforce compliance without slowing operations.
✅ Vendor Onboarding Checklist
Ensure every vendor is properly set up from day one. Includes W-9 collection, banking verification, and 1099 tracking.
📈 13-Week Cash Flow Template
Excel template for rolling 13-week cash flow forecasting. See what’s coming, not just what happened.
🛡️ 5 Fraud Prevention Controls
Identify vulnerabilities in your financial controls. Covers segregation of duties, cash handling, vendor risks, and more.
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