Financial Reports 101
Get To Know Your Chart Of Accounts
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 🌲
2025 1099s - All You Need to Know
State Filing Requirements
State-by-State Annual Report Filing
State-by-State Business Taxes
BASTIAN ACCOUNTING
Secure Account Access Setup
Client Portal (Financial Cents)
Hours, Holidays & Closures
Meet Your Client Service Team
Financially Focused Collective
Client Referrals
Onboarding Phases
New Password and Login 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
Payment Processing Policy
Always adding more…