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CPA Handoff Pack

A tidy year-end summary your preparer can actually use.

$10 $14 Launch price
  • ✓ Year-end P&L by Schedule C line
  • ✓ Estimated payments made, with dates
  • ✓ 1099 tracker
  • ✓ Questions-for-my-preparer checklist
Join waitlist — $10 at launch

Google Sheets + Excel · Figures current at release; updates via the Annual Update Plan.

Screenshot / 60-second demo

Added after final QA (placeholder).

How it works

  1. Buy and download the file
  2. Make a copy in Google Sheets or open the .xlsx in Excel
  3. Fill in the yellow input cells
  4. Review the summary tab
  5. Save a copy for your records

FAQ

Does it work in Google Sheets and Excel?

Yes. Each file ships as a Google Sheets copy link and an .xlsx file for Microsoft Excel.

Is this tax advice?

No. Keelsheet templates are organizing and estimating tools. Confirm your numbers with a qualified tax professional.

Will it have next year's figures?

Your purchase includes the figures current at release. Next year's IRS figures are delivered only through the Annual Update Plan ($19/yr).

Get notified at launch

One email when the kit ships, plus the free 2027 deadline calendar. No spam; unsubscribe anytime.