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Strategic Solutions for Sustainable Growth
Our Resources
Our Resources
At Shepard Consultants, we believe that knowledge is power—and we’re committed to helping small business owners thrive financially. Our resources library is packed with free templates and guides designed to simplify your finances, improve cash flow, and grow your business strategically. Whether you need budgeting tools, tax-saving tips, or financial planning checklists, we’ve got you covered.
Free Resource Library
Free Resource Library
Bakery Licenses and Permits - GA
Essential licenses, permits, and health regulations required to legally operate a bakery in Georgia, including cottage food laws and commercial kitchen requirements.
Business Start-Up Checklist
Start your business right the first time. With this checklist ensure you don't miss a step.
Start your business right the first time. With this checklist ensure you don't miss a step.
Carpenter Licenses and Permits - MA
This guide details the licensing process, building permits, and insurance obligations for carpenters operating legally in Massachusetts, with emphasis on the Home Improvement Contractor (HIC) registration.
Clean Books Checklist
This checklist provides a step-by-step guide to organizing and maintaining accurate business financial records, including tasks like reconciling accounts, categorizing expenses, and reviewing reports.
End-of-Year Business Tax Prep Checklist
Get ahead this tax season when you take advantage of our tax prep checklist.
Free Resources for Small Businesses
Get your free list of 22 resources to simplify financing, marketing, and growing your business.
One Page Business Plan
Starting a business can be overwhelming, but it doesn't have to be. With this template know where your company is going ahead of time.
Courses
90-Day CEO: Start Your Business With Limited Time and Money
90-Day CEO: Start Your Business With Limited Time and Money
Coming soon!
Coming soon!
This course will equip aspiring entrepreneurs with a practical framework to ideate, validate, launch, and grow a profitable business in any niche — using proven methods backed by business strategy, behavioral economics, and real-world case studies.
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