Simple Advice BookkeepingApps I've built to help you
Simple, free tools that make your bookkeeping easier, built by Melissa Hoff.
Free · Statement review
Bank Statement Analyzer
See deposits, spending categories, potential recurring charges and transactions to review. Upload a PDF or CSV, check the classifications, and download your analysis—without a forecast.
Free · 90-day cash planning
Statement-to-Forecast
Understand your bank statements, review your cash-flow baseline, and explore 90-day projections with sales changes, delayed invoices, and planned spending.
Free · 2026 federal planning
Quarterly Tax Estimator
Estimate income and self-employment taxes for your sole proprietorship, see quarterly payment dates, and download a plan to review with your tax professional.
Free AI-assisted quiz
Write-Off Finder
Explore potential business write-offs, see IRS references, and download a personalized checklist of records to gather for your tax professional.
Free tool
Receipt Snap & Sort
Snap photos of your receipts and AI reads the vendor, date and amount, sorts each into a tax category, and gives you a ready-to-use spreadsheet.
Free AI assistant
Ask a Bookkeeper
Ask bookkeeping questions and get plain-English answers grounded in trusted sources like irs.gov — with a quick 15-minute call with Melissa when you need more.
Free · About 5 minutes
Small Business Health Check
A short, friendly quiz that shows how healthy your finances, systems and workflows really are, with a score out of 100.
Free tool
Starter Bookkeeping Checklist
Tell us about your business and what's on your mind, and you'll get a simple, personalized checklist to get your books on track.
Website & client portal
Simple Advice Bookkeeping
Our home base: bookkeeping services, helpful blog posts and FAQs, plus a client portal for your documents, plans and Mission Guide.