Business Owner Workbook

Advisory workbook

The Business Owner Workbook, in one place.

A guided companion to Small Biz Data's CPA-led engagements. Complete each section at your pace, sign off on decisions, and keep a clean record of what was delivered.

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Seven parts, plain steps

Foundation, financials, customers, operations, knowledge, governance, and your engagement record.

One shared record

Your answers, key-decision sign-offs, and delivered artifacts stay in one place — for you and your advisor.

Sheets where sheets belong

For the data-heavy exercises, we link to Google Sheets templates instead of reinventing spreadsheets.