Action Kits

Self-serve PDF bundles with templates, checklists, and tools for entrepreneurs. Each kit walks you through one specific milestone — entity formation, bookkeeping setup, tax registration, hiring your first employee, or any of two dozen other common owner challenges.

What's in each kit

• Step-by-step PDF guide — 30 to 60 pages, professionally designed, easy to skim or read cover-to-cover.
• Editable templates — Operating agreements, employment offer letters, contractor agreements, NDAs — drafted by attorneys, customizable in Word or Google Docs.
• Action checklists — Every task in the kit broken down into checklist form. Print or use digitally.
• Spreadsheet tools — Cash flow models, pricing calculators, tax estimators, equity tables.
• Fast-Track Filing Voucher — Each kit includes a voucher for $50 off any Industry Advisors filing service.

Popular kits

• LLC Formation Kit — Everything needed to form your own LLC in any state. $49
• S-Corp Election Kit — Tax savings analysis, Form 2553 walkthrough, reasonable compensation guidance. $79
• First Hire Kit — Offer letters, W-4/I-9 forms, payroll setup, state registration. $97
• Tax Year-End Kit — 1099 prep, deduction checklists, quarterly estimated payment worksheets. $79
• Complete Owner's Library — Every kit, lifetime access, all updates included. $197

How it works

After checkout, you'll receive immediate download access via email and your account dashboard. All files are yours to keep — no subscription, no expiration. Updates pushed automatically to your account for two years.