MRAS Business Resources

Practical resources for better decisions, clearer deadlines, and stronger businesses.

Checklists and tools for business owners and individuals, including resources built specifically for music retailers. Each resource is labeled so you can quickly find what applies to you.


Year-End Planning

Year-end preparation is about more than getting ready for a tax return. Use these checklists for your business and your personal taxes to organize your records, meet important deadlines, and take a closer look at your financial results.

All businesses

Business Fiscal Year-End Planning Checklist

Accounting cleanup, tax planning, financial review, and next-year priorities—whether your fiscal year ends in December or another month.

All businesses

December 31 Business Tax & Payroll Checklist

Calendar-year payroll and reporting items: vehicle benefits, shareholder health insurance, bonuses, contractors and 1099s, and filing deadlines.

Music retailers

Year-End Center

Year-end checklists for your point-of-sale or accounting system (AIM, Music Shop 360, and QuickBooks and others), plus a free inventory count template.

Individuals & families

Individual Year-End Tax Planning Checklist

Key December 31 deadlines, nine areas to review, what can wait until after year-end, and the documents to start gathering.


Music Retail Tools

Better information. Better decisions. Stronger music stores. Practical tools built for the numbers that drive a music store.

Music retailers

GMROI Calculator

See how much gross margin each dollar of inventory earns, by category, so you know where to invest and what to clear.

Music retailers

KPI Tracker

Track the key numbers for sales, margins, rentals, repairs, and lessons month by month.

Coming soon


Upcoming Events

Where to see MRAS in person. Sessions, dates, and meeting sign-ups will be updated as they are confirmed.

NAMM 2027 · Succession Summit

How to Build Value in Your Business — Whether Buying or Selling

The critical difference between simply operating a business and building one that others want to buy. Learn what buyers and successors actually look for, the valuation factors that matter most, and how to avoid common succession planning mistakes—with strategies for internal, family, and third-party transitions.

Co-presented by Alan Friedman of FKCo and Daniel Jobe of MRAS.

Tuesday, January 26 · 9:00 a.m.–12:00 p.m.
Registration: $60 ($75 after the Nov. 13 deadline)

To sign up, log in or create your NAMM account.

NAMM 2027 · Financial Summit

Bridging the Gap Between Cash Flow and Profitability

A business can be profitable on paper and still struggle to pay its bills. Learn to recognize financial warning signs, focus on the metrics that matter most, and take action on shrinking margins, excess inventory, working-capital constraints, and rising expenses. For music retailers, manufacturers, and distributors.

Co-presented by Alan Friedman of FKCo and Daniel Jobe of MRAS.

Tuesday, January 26 · 1:00–4:00 p.m.
Registration: $60 ($75 after the Nov. 13 deadline)

To sign up, log in or create your NAMM account.

Meet with Daniel at NAMM. 30-minute in-person meetings for music retail store owners and managers during The NAMM Show, at the Hilton Anaheim, Mezzanine Level, Room 4.
April 2027

NASMD 2027

Daniel will present three sessions for music retailers at the NASMD convention. Session titles, dates, and times will be posted here soon.

Session details coming soon

Need Help Putting the Numbers to Work?

Set aside time to work on your business, not just in it. If you are unsure where to start, we can help you review your results and plan for what comes next.

Want to see everything we do? Explore MRAS Services →