FREE GUIDES FOR BUSINESS OWNERS
Practical checklists from a Platinum QuickBooks ProAdvisor firm.
Each one takes a few minutes and shows you exactly where your accounting stands, and where to start if it isn't keeping up.
FREE 20-POINT HEALTH CHECK
Is Your QuickBooks File Ready for Growth?
A 20-point health check from a Platinum QuickBooks ProAdvisor firm. Find the duplicate transactions, unreconciled accounts, and setup mistakes that throw off your numbers.
What's inside
Bank feed matching and reconciliations
The four accounts that should always be zero
Chart of accounts, classes, and controls
Best for: QuickBooks users whose file hasn't kept up with the business
FREE SCORECARD
Have You Outgrown Your Bookkeeper?
12 quick questions, 2 minutes. Find out if your accounting is keeping up with your business, and exactly where to start if it isn't.
What's inside
12 statements, scored out of 24
Timing, accuracy, growth, and taxes
Three result bands with where to start
Best for: Growing businesses with late reports or numbers they don't trust
FREE CHECKLIST
Audit & Review Readiness Checklist
Lender, bonding company, investor, or board asking for reviewed or audited financials? Get a step-by-step timeline and checklist to have your books ready before the CPA firm arrives. Includes a section for nonprofits.
What's inside
Compilation vs. review vs. audit, in plain English
A 90-day readiness timeline
Nonprofit add-ons for grants and restrictions
Best for: Businesses and nonprofits facing a first audit or review
FREE PAYROLL CHECKLIST
Hiring in a New State?
Your first employee in another state brings new registrations, payroll taxes, and pay rules. Here's what to set up, in order, so the first paycheck goes out right.
What's inside
Registrations, withholding, and unemployment insurance
A new-state timeline, from the offer to year-end
The most common new-state mistakes
Best for: Businesses adding a location or hiring remote employees
FREE BILL PAY CHECKLIST
Stop Vendor Payment Fraud
The controls that catch fake invoices, changed bank details, and check fraud before the money leaves. Score your bill pay process out of 20.
What's inside
Five common schemes and the control that stops each
Vendor setup, approvals, and payment controls
What to do in the first hours if it happens
Best for: Growing businesses with more vendors and more people paying bills
FREE SALES TAX SELF-CHECK
Do You Owe Sales Tax in Other States?
Since 2018, you don't need a location in a state to owe its sales tax. Find where you may have nexus, and what to do if you're behind.
What's inside
Physical and economic nexus, in plain English
A four-part self-check for every state you sell in
Voluntary disclosure, if you find you're behind
Best for: Businesses selling or shipping across state lines
