The software and services below are ones we actually use with our clients. Where we have partner relationships, we've passed the savings through to you.
Three tools to help you plan, organize, and think through the decisions that come with running a small business. Free to use — no signup, your data stays in your browser.
A quick estimate of your 2025 federal tax liability — including self-employment tax, the QBI deduction, and bracket-by-bracket math. Useful before a Q4 planning conversation or when budgeting next year's quarterly estimates.
Open the calculator →The decisions that lower your tax bill are made before December 31st. Walk through ten categories — books, retirement, depreciation, S-corp comp, multi-state, charitable giving, and more — and check items off as you complete them. Print or pick up where you left off.
Open the checklist →A guided walkthrough of the seven things every business plan needs — basics, customers, competitive edge, services, operations, marketing, financials, and goals. Save your progress, export your draft as text, share it with a partner, or bring it to a consultation.
Start building →If there's a calculator, worksheet, or template that would help you, let us know.
Suggest a tool →Client or not — these discounts are open to anyone. They're tools we set up and support every day.
The bookkeeping platform we recommend for nearly every small business. Cloud-based, integrates with most banks and apps, and pairs cleanly with our services.
Get the discount →Pay any business bill by ACH, check, or card — even when your vendor only takes one method. Sends checks for you, syncs with QuickBooks, and turns A/P from a chore into a workflow.
Try Melio →Quoting, scheduling, dispatching, invoicing — built for small trades and field-service teams. We're certified to set it up and integrate it with QuickBooks.
See our setup service →Affiliate disclosure: Some of the links on this page are affiliate or partner links. If you sign up through them, Rozelle Consulting may receive a commission at no additional cost to you. We only recommend tools we actively use with our own clients.
The authoritative sources we and our clients reference most often. Always check these directly for the current rules.
Forms, publications, payment portals, and the latest federal tax guidance.
irs.gov →Funding, guidance, and resources for starting and growing a small business.
sba.gov →Beneficial Ownership Information reporting requirements for many small businesses. Status of these requirements has changed — confirm current rules before filing.
fincen.gov/boi →State tax filing, registration, and payment portals for Louisiana businesses and individuals.
revenue.louisiana.gov →