Welcome to your companion resources for Tax Ready Bookkeeping.
This page provides full-resolution screenshots, downloadable templates, video walkthroughs, and checklists referenced throughout the book.
Quick Links by Chapter
| Chapter | Title | Resources |
|---|---|---|
| Intro | From Your Dreams to Compliant Insight | View Resources |
| 1 | The Foundation of Financial Insight | View Resources |
| 2 | Vendor Onboarding—Where Tax Ready Begins | View Resources |
| 3 | Why Most Accounting Policies Don’t Work | View Resources |
| 4 | From English Policies to Executable Rules | View Resources |
| 5 | Defining Outcomes Before You Do the Work | View Resources |
| 6 | Measuring Compliance With Code and AI | View Resources |
| 7 | AI Agents as Virtual Bookkeeping Staff | View Resources |
| 8 | Fraud, Risk, and the Vitamin vs Painkiller Line | View Resources |
| 9 | The Tax Ready & Bookkeeper Ready Blueprint | View Resources |
| 10 | Scaling People With Policy, Process, and AI | View Resources |
| 11 | From Looking Backward to Looking Ahead | View Resources |
| 12 | Putting It All Together—The 90-Day Plan | View Resources |
Most Popular Downloads
Assessment Tools
- Tax Ready Scorecard (PDF) – Self-assessment across 9 categories
- 10-Question Quick Assessment – 5-minute diagnostic
Implementation Guides
- 90-Day Implementation Plan (PDF) – Week-by-week roadmap
- Onboarding Playbook (PDF) – What to expect working with us
Templates & Checklists
- Policy-to-Rule Cheatsheet (PDF) – Translate policies to automation
- 13-Week Cash Flow Template (Excel) – Forecast your cash position
- Vendor Onboarding Checklist (PDF) – Never miss a W-9 again
Ready for Your Assessment?
The best way to apply what you’ve learned is with a personalized Tax Ready Assessment.
What you get: – Review of your QuickBooks Online file across 9 categories – Personalized Tax Ready Score (0-100) – Specific findings and recommendations – 30-minute results review call
Who qualifies: – US-based QuickBooks Online users – Established businesses ($250K+ revenue) – Service businesses (technology, healthcare, professional services, trades)
Apply for Complimentary Assessment
Resources updated: December 2024 For: Tax Ready Bookkeeping by Don Lovett