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Chase is my preferred business credit card.
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To get your business set up for success with payroll support, these are the companies I recommend. Both will put you in direct contact with a representative to get set up and I can be there to assist in the process if necessary.
Gusto for bookkeepers to get your firm set up with a Gusto rep. You earn $500 if you sign 3 clients in 12 months.
Gusto for clients to get support setting up your payroll and have me there to help run. You earn $100 visa gift card.
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One of my favorite CPA's, Kimberly Tara, created this easy-to-use template for calculating your estimated tax savings and payment amounts. She uses this same template for your firm.
Grab yours here for $97!
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For bookkeepers and accountants who are looking to off load their social media content! These templates have been a life saver for me!
Code: NBM20 to receive 20% off your first month
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Are you a product-based business and need support with sales tax?! This is a great place to get started!
Jamee Dunn: jamee.dunnavalara.com
Mark Corcoran: mark.corcoran@avalara.com
*I am happy to assist in this with you, however, sales tax is not an area I specialize in.
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If you an inspiring bookkeeper or accountant to launch your own business or gain the skills to do so, I highly recommend Katie's courses!
6 secrets to starting a bookkeeping business event is free on demand vitrual event.
Becoming a bookkeeper AKA Babs will teach you the basics of bookkeeping and a complete walk through of the accounting software Xero.
Life by the Books AKA Libby will teach you the tools to get your business going and into a community to learn together and support from Katie.
I personally started my journey with Libby and then dove into Babs to understand Xero better.
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