Guides
Free Downloads
01.
No-stress tax prep checklist
A comprehensive checklist to guide you through everything you need to gather before meeting with your accountant to file your personal income taxes.
02.
Year-end bookkeeping checklist
A concise checklist to take the stress out of closing the books at year-end.
03.
2023 tax filing & extension deadlines
All the important dates you need to know so you don't miss a tax filing deadline this year.
04.
Changing your business address in California
Moving? This step-by-step guide walks you through how to change your business address with federal, state, and local tax authorities.
05.
Connecting bank & credit card accounts to Quickbooks
You’ve set up your Quickbooks account. Now it’s time to link your bank and credit card accounts. We’ve got you covered! This guide clearly walks you through the process so you feel like a Quickbooks pro.
06.
Re-linking bank/credit card accounts in Quickbooks Online
It happens to the best of us. Things are running along smoothly, then boom…all of your connections are lost. Relax! This guide takes you through how to reconnect your Quickbooks accounts so you’ll be back up and running in no time.
07.
Sample Accountable Plan
Get the most out of your expense reimbursements by using an accountable plan.