Resources
These files are learning tools. They do not review your financial statements, and you do not need to book a call to use them.
A spreadsheet layout that puts owner pay on the statement, shows a breakeven that includes that pay, and gives you a simple monthly view. It teaches the format. It cannot tell you which of your numbers is off.
Choose the version that matches what the business does. The downloaded files still use their current filenames.
Not sure which file fits? Contact me and I will help you pick.
A common worry is that earning more only pushes you into a higher bracket and leaves you worse off. Brackets do not work that way. Enter current taxable income and a higher taxable income. The calculator shows the tax by bracket, the effective rate, and how much more you keep.