CARES Consulting  ·  Free Resources

Tools that do the
actual work.

Plain-English guides, scripts, and templates for bookkeepers, office managers, and small business owners who are tired of figuring it out alone.

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Free Guides & Templates

Start here. Take what you need.

📥
Free
Stop Drowning in Email Attachments
The Python script that pulls every invoice and vendor doc out of your inbox — sorted, named, waiting for you every morning.
Get the Guide + Script
📋
Free
Client Visit Summary
A fillable, printable leave-behind for every client visit. What got done, what's still needed, what happens next. Looks professional even if you're working out of your car.
Get the Template
✉️
Free
What to Actually Say
10 client communication templates for the situations nobody teaches you — late invoices, scope creep, bad news, after-hours texters, and the client you need to fire.
Get the Templates
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Coming Soon
QuickBooks IIF Import — The Right Way
Stop manually entering transactions. Build and import IIF files into QuickBooks Desktop without losing your mind.
Coming Soon
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Coming Soon
HR Onboarding Without the Chaos
The new hire sequence for small businesses that don't have a full HR team — just someone who wants to do it right.
Coming Soon
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Coming Soon
Job Costing That Actually Makes Sense
Know what each job cost you before the invoice goes out. For small shops, print companies, and service businesses.
Coming Soon

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Need this done for you instead of by you?

CARES Consulting does bookkeeping, HR systems, and operations setup for small businesses who are done improvising.

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