Filter directory
Invoice Follow-Up Sequence Template
Most overdue invoices go unpaid because the tone escalates too early or too late. Here is the day-by-day sequence agents send from first reminder to formal demand, and what triggers each stage.
OpCo Treasury Sweep Threshold Worksheet
Sweep too aggressively and you strip the OpCo of working capital. Here is the baseline agents hold back before anything moves upstream.
SR&ED Technological Uncertainty Narrative Template
Most rejected SR&ED claims fail on the narrative, not the math. Here is the structure agents draft from your commit history.
Transfer Pricing Documentation Template
Intercompany transfers need contemporaneous documentation, not a retroactive explanation. Here is what agents generate before the wire moves.
Year-End Ledger Reconstruction Checklist
A framework for matching bank feeds to categorized transactions when twelve months went unreconciled.
Global Filing Compliance Calendar Template
A list of filing deadlines that do not show up on a standard US-only calendar.
Cross-Border Contractor Agreement Template
A localized employment framework that gets a contractor or employee paid correctly in their own country, without a new entity behind it.