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 Do Not 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 and 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 |
Download All Templates and Checklists
Get instant access to 50+ professional templates including:
- Assessment Tools – Tax Ready Scorecard, Quick Diagnostics
- Implementation Guides – 90-Day Plans, Week-by-Week Checklists
- COA Templates – Professional Services, Construction, Healthcare, Technology
- Vendor Management – Onboarding Checklists, W-9 Templates, 1099 Compliance
- Controls and Risk – Essential Controls, IT Security, Asset Verification
- AI and Automation – Capability Guides, Confidence Thresholds, Privacy Checklists
- Cash Flow – 13-Week Forecasts, Scenario Planning, Weekly Procedures
Get Free Access to All Resources
Ready for Your Assessment?
The best way to apply what you have 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 2025
For: Tax Ready Bookkeeping by Don Lovett