Documentation
Browse every guide. Use search or pick a cluster to narrow down.
EIN
- 3 min read
What is an EIN?
A clear, plain-English explanation of the Employer Identification Number and what it's used for.
- 3 min read
Who needs an EIN?
A quick rundown of which small businesses are required to have an EIN, and which ones simply benefit from one.
- 6 min read
EIN Application Preparation Checklist (Business Tax ID)
Organize the information you'll need before applying for an EIN with the IRS.
- 4 min read
Common EIN mistakes to avoid
Small mistakes during the EIN process that cause big delays — and how to skip them entirely.
ITIN
- 3 min read
What is an ITIN?
A simple explanation of the Individual Taxpayer Identification Number and what it's used for.
- 3 min read
Who needs an ITIN?
Who typically applies for an ITIN, and how to know if it's the right ID for your situation.
- 6 min read
ITIN Application Checklist (Individual Tax ID)
Organize the documents you'll need before applying for an ITIN with the IRS.
- 3 min read
ITIN vs EIN: what's the difference?
A side-by-side comparison so you can quickly tell which tax ID applies to your situation.
Business Setup
- 5 min read
How do I register a small business?
The basic order of operations for legally forming and registering a small business in the US.
- 4 min read
Required startup documents for a small business
The core documents most small businesses need on file from day one.
- 4 min read
Basic compliance checklist for small businesses
The recurring requirements most small businesses need to stay on top of throughout the year.
- 5 min read
Tax Setup Document Organizer (Personal & Business)
A clean checklist to help you gather and organize the documents you'll typically need for personal and business tax setup.
Financial Systems
- 6 min read
How do I track business expenses?
A simple, no-fuss expense tracking system you can run in under 10 minutes a week.
- 4 min read
What is a profit and loss statement?
A plain-English breakdown of the most important financial statement for a small business.
- 4 min read
Cash flow basics for small businesses
What cash flow is, why it differs from profit, and how to keep it healthy.
Money & Profit
Sales & Clients
Marketing & Growth
- 5 min read
How to get your first 10 customers
A simple, no-budget plan for getting your first paying customers from people and communities you already have access to.
- 5 min read
Free marketing channels for a new small business
The free, sustainable marketing channels that actually work for small businesses without a budget or marketing team.
- 4 min read
How to write an offer people actually respond to
A simple framework for writing a clear, specific offer that converts conversations into customers.
- 4 min read
Word of mouth — how to build a referral system for free
Word of mouth doesn't need to stay random. A simple referral system turns your best customers into a steady source of new ones.
- 4 min read
Simple social media for small businesses with no budget
A no-budget social media plan that takes 30 minutes a week and works without ads, agencies, or daily posting.
- 5 min read
How to price your services (and stop undercharging)
A practical method for setting service prices that cover your costs, reflect your value, and don't scare off the right customers.