Tools and guides you can use today
Practical materials for owners who'd rather build good habits than scramble at deadline time. Browse by topic, or get in touch if you'd like help applying any of it.
Guides, templates, and checklists
We're building out this library. The topics below reflect what we most often help clients work through — ask us for any of them and we'll send what's most relevant to your situation.
Business planning template
A structured starting point for writing a plan you'll actually use — value proposition, market, operations, and financial basics in one document.
- Value proposition
- Market overview
- Operations
- Financial basics
Key business tax deadlines
The dates worth circling on your calendar, so a filing requirement never sneaks up on you mid-quarter.
- Quarterly estimates
- Annual filing
- Payroll dates
- Information returns
Expense tracking guide
Simple habits that keep your records organized and filing-ready all year, instead of a February scramble.
- Receipt systems
- Category structure
- Monthly routines
- What to keep
Reading your financial statements
A plain-language walkthrough of profit and loss, cash flow, and balance sheets — and what each one is telling you.
- Profit & loss
- Cash flow
- Balance sheet
- Key ratios
Growth planning worksheet
Work through where growth could come from, what it would cost, and how to decide between competing opportunities.
- Opportunity mapping
- Cost estimates
- Prioritization
- Decision criteria
Tax-readiness checklist
A pre-season review so you know what's organized, what's missing, and what to bring to your CPA or tax preparer.
- Document checklist
- Record review
- Gap identification
- Prep questions
Tell us what would help
If there's a template, checklist, or guide that would make your business easier to run, ask. We build resources around the questions clients actually bring us — and we're happy to point you toward something specifically useful for your situation.
About our resources
FOYI Solutions LLC provides business consulting and educational support. We are not a CPA firm, accounting firm, or law firm. The guides and materials on this page are for general business and educational purposes only and are not a substitute for individualized legal, accounting, or tax advice from a licensed professional. Consult a qualified professional before acting on anything here.