Free Bookkeeping & Tax Checklists for Small Businesses
Three printable guides our bookkeepers use with clients every year. They’re free, practical, and up to date for the 2026 tax year.
- Year-End Bookkeeping Checklist 2026
- 2027 Small Business Tax Deadline Calendar
- The Loan-Ready Financial Package
What you’ll get
Each guide is a short, printable PDF written in plain English. No jargon, and no 40-page ebook to wade through.
Year-End Bookkeeping Checklist 2026
- 45 tasks to finish before December 31
- New $2,000 threshold for 1099s
- A quick score that shows how ready your books are
2027 Tax Deadline Calendar
- Every federal filing and payment date for 2027
- Adjusted for weekends and holidays
- California LLC, PTE and estimated tax dates
The Loan-Ready Financial Package
- The documents banks and SBA lenders commonly request
- Eight red flags underwriters notice
- How to fix each one before you apply
Get all three guides free
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Questions
Are the guides really free?
Yes. Just enter your name and email, and we’ll send you all three PDFs right away. There’s no credit card and no obligation.
Who are these guides for?
Small business owners, startups and freelancers anywhere in the U.S. The tax calendar also includes California dates.
Can Luminara do this work for me?
Yes. We handle catch-up bookkeeping, monthly bookkeeping, payroll and fractional CFO services. Book a free 20-minute consultation and we’ll give you a clear written estimate.