FREE OWNER RESOURCES

OG Advisory Owner-Operator Resource Library

Simple checklists, templates, calculators, and one-page guides designed for busy business owners. Built by a CPA firm, free to download.

Browse all resourcesBook a 30-minute call

How the library works

  • Pick a resource

    Browse by what you are trying to do, by your industry, or by the kind of tool you want.

  • Download it free

    Leave your email at checkout. The file arrives by email, with no payment step and no download limit.

  • Use it, and know when to ask

    Every resource says what it covers and where it stops. When a decision needs a CPA, the page tells you.

Browse resources by business need

Browse resources by industry

About this library

OG Advisory is a CPA firm working with owner-led and owner-operated businesses. These are the practical tools we use with clients, packaged so you can use them on your own. They are educational: they are not accounting, tax, or legal advice for your specific situation, and downloading one does not make you a client. When a decision needs judgment applied to your actual numbers, that is what the call is for.

Where OG Advisory can help

  • Owner Advisory

    Ongoing CPA guidance for the decisions an owner actually faces: pricing, hiring, cash, and growth.

  • Monthly Accounting

    Bookkeeping, payroll coordination, and reporting handled every month, so the numbers are current when you need them.

  • Cleanup and Setup

    Behind on the books, or starting fresh? Get the records caught up and the structure set correctly from the start.
Book a 30-minute introductory call