Financial Reports 101

INCOME SOURCES

Dubsado Requirements

ShootProof Requirements

HoneyBook Requirements

QBO Direct Billing Requirements

How To Handle Tip Income

How To Handle Cash Payments

EXPENSES

What is Contracted Labor?

Vehicle Expenses

Asset Capitalization

Business Expenses 101

Cell Phone Deduction

Medical Deduction & Insurance

Donations

Gifts

Processing Fees - Passed onto Clients

Meals - Expense Breakdown 🍕

SALES TAX

Sales Tax Resources

Sales Tax Schedule

Colorado Sales Tax In Dubsado

Washington Sales Tax In Dubsado

State-by-State Sales Tax

W-9

Contracted Labor and W-9 Requirements

W-9 Template for Clients to Vendors

W-9 Pushback from Clients

🌲 1099 Decision Tree 🌲

2024 1099s - All You Need to Know

State Filing Requirements

State-by-State Annual Report Filing

State-by-State Business Taxes

BASTIAN ACCOUNTING

Onboarding - Account Logins

Client Portal (Financial Cents)

Hours, Holidays & Closures

Anchor (Contract & Billing)

Meet Your Client Service Team

Financially Focused Collective

Client Referrals

Onboarding Phases

New Password and Log In Process

GOVERNMENT COMPLIANCE

Beneficial Owners Information (BOI) LLC Filing

INCOME TAX

Tax FAQ

Tax Planning & Estimated Payments

Tax Plan Walkthrough

Tax Filing Timeline

S-CORP CENTER

Accountable Plan

Payroll

S-Corp 101

Shareholder Equity

CLIENT APPS

Uncategorized Transaction List Walkthrough

Client Portal (Financial Cents)

PAYROLL

Payroll / Gusto

Payroll Schedule

Payroll Approved!

Workers’ Compensation - State by State Requirements

Retirement Mandate - State by State Requirement

Tax Reserve & Estimated Payments

Always adding more…