Get the free checklist and the book.
Name and email, and we send both files straight to your inbox.
Free checklist and book
December 31 does not move.
Find the gaps in your books while you can still fix them.
days left in 2026
- A one-page checklist of 12 things to settle before December 31
- The Failure Formula, an 83-page book by Drew Thomsen
- Both sent straight to your email
Why now
Most year-end trouble starts months before December.
01
January turns into a hunt
Missing W-9s, loose receipts and a contractor who has moved. Each is a small job in November and a scramble once forms are due.
02
Your tax preparer gets a guess
Owner draws sitting in expenses and accounts nobody reconciled travel straight into the numbers your preparer works from.
03
Next year gets planned on old news
What you charge, hiring and the bank conversation all lean on the year you just closed. If it never really closed, neither do those decisions.
Inside the checklist
Six of the twelve.
The other six, and the score that tells you how much is left, are in the download.
Get all twelve- CashEvery bank and card account reconciled, to the cent
- SalesPayouts and job deposits matched to sales, with fees split out
- PeopleA W-9 on file for every contractor over the new 1099 threshold
- OwnerDraws, loans and personal charges out of expenses
- AssetsInventory counted, or open jobs reviewed, near December 31
- CloseThe year locked, with statements ready for your preparer
The book comes with it
The Failure Formula
Thirteen rules, from confusing profit with cash to scaling before it works, each with the story of how owners break it and what to do instead. It ends with a scorecard you can run on your own company in an afternoon.
- Rule #2: Don't Confuse Profit with Cash
- Rule #3: Don't Mix Personal and Business Money
- Rule #4: Don't Price for Survival
- Rule #5: Don't Fly Blind on Your Books and Taxes
We truly appreciated working with MTL, not only did they help get our financials in order, but they also taught us how to be smarter and more confident in managing them. Additionally, they helped brainstorm meaningful business development ideas to increase our net income for the coming year. Highly recommend!
QuickBooks certified
- ProAdvisor, Level 2
- ProAdvisor, Level 1
- Payroll
- Payments
What happens next
Three steps. No pitch.
Get both files
Your name and email. We send both straight to your inbox.
Tick what is done
Hand it to whoever keeps your books. The score at the bottom shows how much is left.
Take the free 30-minute consult
Only if you want it. A partner goes through your open items with you. No pitch. You get a one-page note on what we heard and what we would propose.
Free checklist and book