Bookkeeping Resources

Forms & Templates

Help to make your financial systems efficient:

  • E-Check Authorization Form
  • Expense Report
  • Financial Statement Template
  • Sales & Use Tax Blanket Exemption Letter
  • W-9
  • W-4
  • I-9
  • Sample Job Description for a Bookkeeper
  • Accounts Receivable Best Practices
  • QuickBooks Audit Checklist
  • Financial Statement Template
  • BudgetEase Protocol for Vendor Changes

Frequently Asked Questions

Answers to the questions that we hear over and over:

  • How to have enough money to pay my taxes.
  • Should I switch to QB Online?
  • What should I do first when I start a new business?
  • Do I really need a budget?
  • What should I pay my bookkeeper?

Tax Planning

Helpful tips to make tax season a breeze:

  • Tax Planning Schedule
  • Information on who gets a 1099-Misc
  • Tax requirements for Independent Contractors

QuickBooks Tips and Tools

Time saving solutions for all QB Desktop, Online and Mac:

  • What is new with QBO
  • How to reconcile large bank statements
  • Make sure your QB is in order with a Quick Checklist
  • Where to go for QB Mac help