eBooks | J. Clark Lee, CPA, PC

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KPIs for small business eBook

The new KPIs of business: Why tracking the right data is your key to success

To ensure long-term success, you must move beyond the "getting things done" mentality and focus on key metrics that reflect your team's efficiency and...

Maximizing your tax refund: A strategic guide to tax planning

Learn to maximize your tax refund and optimize your tax planning with our latest eBook.

Protecting your financial data: A small business owner’s guide

Discover a practical approach to safeguarding your business’s most valuable information.

Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...

How to read a financial statement

The world of financial statements can feel confusing and overwhelming. Here's an easy-to-understand breakdown.

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From success to succession planning

A guide for securing the future of your small business

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How you can prioritize your employees' mental health

Healthy employees are productive employees. Learn how you can help them be both.

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Why your small business should invest in technology

See how the right technology can have a big impact on your small business.

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4 ways small businesses can tackle inflation

Strategies that can help your business stay strong during inflationary times

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How to work securely with your accountant during tax season

Just a little assistance from you can ensure your accountant does their best for you.

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How to find help for running your small business

Assistance for small business owners abounds. Here’s where you can find it.

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The fourth-quarter advantage

Think fourth quarters are just for football games? Think again. It’s crunch time for your business, too.

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Self-care in the workplace? Yes, it's a thing.

Learn why self-care isn’t just important for your personal life anymore.

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15 signs you're ready to start your own business

How to know if it’s time to be your own boss.

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Keeping it clean

Simplify tax time and keep your small business healthy by maintaining good records all year long.