Tips & Resources
Useful tools and checklists to help you stay ahead of your finances—even between our meetings
Downloadable Checklists
New Client Bookkeeping Checklist
Everything you need to get started with organized bookkeeping
Year-End Tax Prep Checklist for Small Business
Ensure you’re ready for tax season with this comprehensive guide
Payroll Setup Checklist
Step-by-step guide to setting up payroll correctly
Quick Reference Guides
What to Save for Your CPA
Keep all receipts for business expenses, bank and credit card statements, invoices and payment records, payroll documents, mileage logs, and any documents related to assets or depreciation. Organize these by month and category for easy access during tax preparation.
How Often Should You Reconcile Your Accounts?
Bank accounts should be reconciled monthly at minimum, ideally within the first week after month-end. Credit card accounts should be reconciled when statements arrive. For businesses with high transaction volumes, weekly reconciliation can help catch errors early and maintain accuracy.
Essential Documents for New Employees
Collect W-4 forms, I-9 forms with proper identification documents, state tax withholding forms, direct deposit authorization, emergency contact information, and any benefits enrollment paperwork. Store these securely and maintain both physical and digital copies.
Looking for Something Specific?
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