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 years with new bills and additional guidance being released. I'm devoted to bringing you all the info you need to know.

ERTC Credit Employee Retention Credit Calculate your Credit


Employee Retention Tax Credit for Employers. You could now be eligible for up to $26,000 per employee. Get my calculator today. 

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Economic Injury Disaster Loans how to calculate your interest and payoff


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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Please Note the IRS Announced in September 2023 that it will not process any more ERC claims in 2023 as they investigate fraudulent claims. ou can still file amended payroll returns to claim the credit right now, they just won't be processed at this time.  Watch my video here on the update:

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 $26,000 per employee! This calculator has been fully updated to the newest guidance in 2022 including changes due to the passage of the Infrastructure Bill. 

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

This calculator is fully updated for 2022 rule changes, and if there are any future updates, we will send out a new version of the calculator to all prior purchasers with an explanation of the changes. 

ERTC Calculator (Excel and Google Sheets)


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.
  • 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 for 2020 and 2021!

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 related to Covid-19.

Note: This is fully updated for the 30-month payment deferral period that the SBA announced in March 2022. 

EIDL Interest Calculator and Tracker (Excel and Google Sheets)


This calculator & tracker will help you:

  • Calculate the accrued interest on your loan, including interest accrued during the deferral period.

  • Calculate your total interest paid over the life of the EIDL loan, including the impact of a 2nd draw loan and/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.

  • Make a plan for how to pay off your loan in the timeframe you desire.

  • Track your payments made with your EIDL loan in order to show proof if ever requested by the SBA (highly recommended).


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" 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.

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Jamie Trull small business profit strategist and CPA
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Learn all about me Jamie Trull over on my website including the Financial Literacy courses I offer. 

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