Stimulus Resources for Your Small Business

Many business owners are still overwhelmed 🤯 and confused by the stimulus 💸 and loan options 💸💸. Things have changed a lot over the past year with new bills and additional guidance being released. I'm devoted to bringing you all the info you need to know. Check back often for new resources and calculators!  PPP resources coming soon!

ERTC

Employee Retention Tax Credit for Employers. You could now be eligible for up to $33,000 per employee. Get my calculator today. 

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EIDL

EIDL Loan guidance from the SBA changed in March 2021. Use my Interest Calculator and Tracker to help you make the best decisions with yours. 

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FFCRA Sick Leave

Self Employed Individuals (Schedule C filers) may be eligible to receive a tax credit for sick leave and dependant care due to COVID. Use my calculator to determine your credit. 

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Determine Your Employee Retention Tax Credit (ERTC)

This calculator is for employers who have W-2 employees (NOT just yourself or family members).

 YOU could be eligible for a federal tax credit (i.e. free money!) of up to $33,000 per employee! This calculator has been fully updated to the newest guidance available after the passage of the American Rescue Plan in March 2021.

You can now qualify for this credit EVEN if you were not shut down AND you received a PPP loan.

ERTC Calculator

$27

This ERTC calculator will help you:

  • Understand the rules to qualify for the Employee Retention Tax Credit, including an easy-to-follow flow chart illustrating the 2020 and 2021 rules (including the extension to Q3 and Q4!).
  • Determine which quarters you qualify for the tax credit based on gross receipts, as well as when you no longer qualify. 
  • Estimate the tax credits you might be eligible to take retroactively in 2020 and proactively in 2021!  (Yes, even if you received a  PPP loan!)
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Looking for 1-1 support on your ERTC application? We do not personally offer 1:1 services, however, we do have a great recommendation for this! Kristi Stone is a CPA offering consults on the Employee Retention Credit specifically.  As a Balance CFO/Jamie Trull referral, you can book here.

Make a Plan to Pay Off Your Economic Injury Disaster Loan (EIDL)

This calculator and tracker is for anyone that took out an EIDL loan during the year 2020.

Note that in March 2021, the American Rescue Plan Act was passed, which allowed an additional deferral of principal and interest payments for another 12 months and also allowed for some EIDL borrowers to receive a second loan.

This spreadsheet is fully updated for this new guidance and includes BOTH an Excel and Google Sheets compatible version.

EIDL Interest Calculator and Tracker

$17

This calculator & tracker will help you:

  • Calculate your new estimated monthly payments after the new Stimulus Bill extended deferral was passed, including the impact of taking a loan increase.
  • Calculate your total interest paid over the life of the EIDL loan, including the impact of taking a loan increase or making early payments.
  • Calculate how much making early or extra payments would change the total interest you must pay and how long it would take to pay off your loan.
  • Track your payments made with your EIDL loan in order to show proof if ever requested by the SBA.
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Calculate Your COVID-19 Sick and Family Leave Tax Credit for Self Employed (FFCRA)

Are you Self-Employed and took time off during 2020 due to Covid-19 sick leave OR stay home with children due to school closures? 

YOU could be eligible for a federal tax credit (i.e. free money!) of over $15,000! Get our calculator today!

Covid-19 Leave Tax Credit Calculator for Self-Employed

$7

This ERTC calculator will help you:

  • Determine whether you qualify for the tax credit.
  • Calculate the amount of tax credit you can claim on your 2020 taxes.
  • Check against the calculation done by your tax preparer or tax prep software to ensure you are getting the full benefit you deserve!
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Tax Impacts of Stimulus Funds Chart

Head spinning about PPP, EIDL, unemployment, grants, tax credits, etc? Looking to understand what is taxable and what isn't?  Grab the FREE full flow chart here and get some clarity!

Hello I'm Jamie Trull

I'm a CPA-turned-financial-coach and profit strategist who wants to help YOU succeed in your business!

In the last year, I stepped out of my normal realm of expertise and learned as much as I could about the various stimulus packages that are available for your small business so you can make the best decisions for your business right now.

In case you didn't already figure it out, I LOVE talking all things finance/accounting/taxes and I go live weekly to teach you "all the things"...in a way that actually MAKES SENSE over in my Facebook Community.

Above all, my community is a safe space, to ask your questions! There are no stupid questions. I created this community after seeing a need for TRUTH in a sea of misinformation on these topics that tend to float around the social media world.

Join the Community

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Get all my latest trainings and updates on Stimulus Funds and Guidance when you Subscribe to my YouTube Channel. 

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Preferred Vendors

Looking for a trusted financial service member to consult with on your situation. Check out my all-female list of preferred vendors personally vetted by me, Jamie. 

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About Jamie Trull

Learn all about me Jamie Trull over on my website including the Financial Literacy courses I offer. 

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