Tools and Templates | Prettybooks

Why Pretty Books?
- Experience
  
  What we've worked on
- Purpose
  
  Why we do what we do
- People
  
  Who's on your team
- Process
  
  How we do what we do
- Workflow
  
  How we get things done
What we do
- SERVICES
  
  Bookkeeping
  
  We record the money you collect and spend
  
  Controller
  
  We manage your financial activities and reportings
  
  Back Office
  
  We support you with your day-to-day requirements
  
  Modeling
  
  We design financial forecasting and metrics
- CONVERSATIONS
  
  Tune
  
  What processes and systems do we need to put in place for effective workflow?
  
  Sync
  
  How do we interpret our trends and make sure we are all on the same page?
  
  Plan
  
  How do we translate our numbers into action plans and measure success?
- More
  Coming soon
  Advisory
  
  Setup
  
  Cleanup
  
  Reconciliation
  
  Compliance
Get Started
Solutions
- BUSINESS
  
  Tech Startup
  
  You are moving fast: fundraising, hiring and establishing action
  
  eCommerce
  
  You sell online, expanding your digital footprint and analyzing trends of your sales
  
  Professional Service
  
  You sell time and expertise while managing people and milestones
- INDUSTRY
  
  Manufacturing
  
  You manufacture and sell goods, working to streamline production and track your inventory
  
  Healthcare
  
  Your practice is busy: caring for patients and managing several revenue streams
  
  Construction
  
  You develop properties while juggling different projects, budgets and contractors
- Work
  Coming soon
  GAAP Accounting
  
  Forecasting
  
  Cash Flow
  
  Custom Reporting
Resources
- CONTENT
  
  Magazine
  
  Behind the scenes, tips and tricks, and stories
  
  Learning
  
  Webinars, videos, and eBooks
  
  Tools and templates
  
  Checklists, calculators, and templates
- COMMUNITY
  
  Open office hour
  
  Schedule a free office hour with an advisor
  
  Small business, big resilience
  
  Empowering our small business community
  
  Events
  
  Calendar of our latest workshops and events
- RESOURCES
  
  Client Hub
  
  Partners
  
  Shop ^{Coming
  soon}

The Detailed New Hire Checklist

Get ready for your new hire with this detailed list.

The WA State Tax Checklist

Are you prepared for WA State taxes? Here are 3 steps we recommend to help get you started.

Five Professionals Essential to Your Business

Build a strong financial team by getting to know these 5 people

The Ultimate Monthly Bookkeeping Checklist

Here are the five things you need to check off monthly to stay on top of your bookkeeping.

Your Comprehensive Guide to Bookkeeping

An all encompassing guide to bookkeeping. What it is and how to get it done.

40 Questions to Ask When Interviewing Your Next Accountant

Hiring a new accountant? These 40 questions will give you insight into their experience, how they work, and what they can do for your business.

15 Tips Every CEO Must Know

New CEO? Here are 15 tips every CEO should know, from creating processes to developing financial habits and everything in between.