Templates, planners, and resources we use with our own clients — refined over 15+ years of tax planning and CFO advisory work, made available for business owners and professionals who want structure without a full engagement.
Every resource in our shop comes from the playbook we use with real clients. No generic templates downloaded from the internet — these are the working tools of an active CPA practice.
Year-end tax projection worksheets, deduction trackers, quarterly estimated tax calculators, and entity-structure decision frameworks — the same instruments we use to move clients from reactive filing to proactive mitigation.
Cash flow forecasting models, monthly close checklists, financial statement review templates, and KPI dashboards — the kind of structure CFO-level engagements bring to operating businesses.
Owner compensation calculators, 1099 prep guides, real estate tax worksheets, multi-entity coordination checklists — designed for entrepreneurs running real businesses, not for textbook scenarios.
See every template, planner, and resource currently available. New items added periodically as we systematize more of what works in our practice.
Visit AKaplanCPA on Etsy →Our Etsy shop is built for three distinct audiences: business owners who want professional-grade tools without yet engaging a CPA full-time, existing clients who want to apply our methodology between sessions, and professionals who want to bring more structure to their own practice or operations.
If your situation calls for full advisory engagement instead, you’ll likely be better served by one of our monthly tiers — but for many people, the right next step is a single template, used well.
Compare Engagement TiersSchedule a private consultation. We’ll review your situation and point you toward the right tool, tier, or no engagement at all if a different approach fits better.
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