From the 'Resources Categories' Category:

Am I Self-Employed or Small Business Owner? What the Heck Am I?

With the tremendous growth of the “gig economy”, “temp on demand work” and/or “contingent work” (all the same thing but using very confusing words), we should ALL be asking ourselves this same question: Am […]

Help clients do more with QuickBooks Online using purpose-built apps

You’re Going to #QBConnect, Now What?

I am sure you have heard TONS about #QBConnect from your colleagues, friends, and all over the web. It’s a HOT TOPIC in the accounting technology world and for good reason. It truly is […]

3 Technologies You Need to Run a Remote Practice

When I decided to begin my entrepreneurial adventure as the sole owner of a virtual accounting and tax practice in 2009, I had one primary goal in mind: build a 100 percent cloud-based business […]

From an Accountant’s Perspective: Using QuickBooks Self-Employed for Schedule C Clients

Blog post entered courtesy of Intuit As a small business accountant and tax consultant who works with solopreneurs, I am often asked, “What is the BEST accounting solution for me?” It’s a great question […]

Tax Pro Forum: How to Innovate in an Ever-Changing Environment

Blog post entered courtesy of Intuit When someone says “innovation,” technology is the first thing that comes to my mind. But, for tax preparers, it’s important to look at a much broader definition, thinking […]

How to INVITE your Accountant to Collaborate with You on QuickBooks or Wave

So now that you have decided on your Online Accounting Solution, it’s time to invite your accountant to collaborate with you in your accounting system. Here’s how to do that for: QuickBooks Online Solution […]

How to Choose an Online Accounting Solution for a Service-Based Self-Employed Business

As a Small Business Consultant and Tax Professional who specializes on the recently self-employed/ sole proprietorship, I get asked very often “what is the BEST accounting solution for my NEW business”? I am sure […]

What does it Mean to Be Self-Employed?

So last year you started working “on your own” which means you NO LONGER get paid a payroll paycheck through an employer and instead you get paid as a 1099 Subcontractor AND you may […]

Have You Filed All Tax Forms & Payment Due This Month?

The following tax forms are due this month (Fed & CA due dates ONLY) WHAT’S DUE ON JANUARY 15TH 4th Quarter Personal Estimated Taxes – Use Form 1040 ES OR IRS Direct Pay. If […]