Some of the links below are affiliate links, which means I may earn a small commission if you choose to make a purchase. It is important to remember that quality accounting services, and not affiliate marketing, are the drivers of my business. I only recommend the below resources because I truly believe they can add significant value to your business.
Google Sheets or Excel
I’m biased because Excel is my second home, and I don’t think there’s anything it can’t do. Google sheets isn’t quite as robust, but it makes up for it with all of its cloud and sharing capabilities.
If you need to set up payroll because you are an S corp owner or have employees, I typically recommend Gusto. They are user friendly and generally pretty helpful. Once you sign up, they walk you through everything you need to do to get it going. And you can add accountants and additional users to your account so they can log in and review anything you might need help with.
2022 Tax Season
Please add your name to my 2022 tax prep lineup. This is not a live appointment, and you are under no obligation by signing up. This is how I set aside time to work on your tax return and spread out my workload, so make sure I have all your tax documents beforehand. See the checklist link below. First come first serve!
If you’d like to discuss your tax situation first, feel free to call or send me an email.
MileIQ is the absolute best way to track your business mileage. Your miles are automatically logged and recorded creating a complete record of all your tax deductible and reimbursable mileage. This app has saved me and my clients so much time. And it transfers directly to bookkeeping software like Quickbooks.