A collection of toolkits, guides and resources to support our community of small business owners.

A collaborative effort by the Pretty Books team and our partners to share knowledge and help businesses thrive.

Book Office Hour

"Alone we can do so little; together we can do so much."

- Helen Keller

At Pretty Books we have always put being real at the forefront of how we do business. Sharing our knowledge on the topics we know best is the least we can do to support our community. This resources page is an evolving listing of toolkits, webinars and checklists that can be used to provide clarity into a business’ financials and help business owners stay one step ahead.

Open Office Hour

Toolkits

Guides

Learning

  • Ask us anything, sign up for our Open Office Hour.
  • Book Office Hour

  • Our Open Office Hour is a free 30-minute consultation open to the community. We are happy to talk about all things numbers.

  • Bookkeeping
  • Accounting
  • State local taxes
  • Payroll
  • Quickbooks/Xero

Managing your Cash Flow

Cash flow management allows you to identify your exact cash inflow and outflow on a daily/weekly basis to better understand where your business stands in the immediate future. Establishing an iterative process and perspective to cash flow management helps you pivot quickly and take action as needed to keep you ahead of the game.

The practice of cash flow management and creating a runway is necessary to maintain the health of a company. Pretty Books believes that every business can benefit from understanding its cash flow and forecast for the immediate future.

Day-to-Day Cash Flow Management

  • / Principle foundations of the cash flow management process
  • / Actions to take on a weekly basis to predict your cash runway
  • / How to use the provided toolkit and forecast a model for your business
   Cash Flow Toolkit
   Presentation
   Screen Recording
   cashvue.com

SBA Paycheck Protection Program (PPP loan)

The PPP was released in April 2020 to help small businesses make payroll and retain their staff with a 100% forgiveness incentive if at least 75% of the loan is used for payroll. The rest of the loan can be used to pay rent, utilities, and mortgage interest.

This toolkit will show you how to calculate your actual PPP loan spending so you can evaluate your eligibility for loan forgiveness.

SBA PPP Loan Forgiveness Toolkit

  • / Project and track actual spendings with the SBA PPP Loan
  • / Evaluate eligibility for loan forgiveness
  • / Calculate proportion of spendings Payroll Cost vs Other Costs
   SBA PPP Loan Tracker 06/04/2020
   SBA PPP Loan Tracker 05/28/2020

Do note that the guidelines for PPP Loan Forgiveness continues to change. Please check back for latest version of the PPP Tracker as new guidelines from the SBA is established.

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