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About Our Firm

3 articles
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Becoming a Client

4 articles

Services Catalog

  • AC | Accounting Services
  • BK | Bookkeeping Services
  • PR | Payroll Services
  • TX | Tax Services
  • YE | Year End Services
  • 3P | 3rd Party Services

General FAQ

  • Renewing your City of Durango Business License
  • What are Client Tasks?
  • Providing View-Only Access: Overview
  • FinCEN Requires Beneficial Ownership Information Reporting
  • Change of Business Name &/or Address
  • What is a Form W-9 and when should I request one?
  • Quickbooks
    • Change the Primary Admin User in QuickBooks Online
    • How to Create a Quickbooks Backup File (.QBB)
    • How to Invite Your Accountant to Quickbooks Online
  • Bill.com
    • Paper Check Payments
    • Combining Payments
    • Check Expirations
    • View or print a copy of a cashed check and remittance
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Sales Tax FAQ

  • Sales Tax for Contractors and Retailer-Contractors

Payroll FAQ

  • Key Dates & Timelines for Payroll Processing
  • Bank Holidays and ACH Processing for Direct Deposits
  • How to Submit Payroll
  • Approving your Payroll Pre-Process
  • Employee vs. Contractor
  • Finding your bank account and routing number for direct deposit
  • Gusto for Employees
    • Gusto time tracking for employees
    • Set up direct deposit or change your bank account information
    • Add multiple bank accounts and split direct deposits
    • Update my tax withholdings (federal or state W-4)
  • Gusto for Managers
    • How to add an Accountant to your Gusto account
    • give Gusto access to your CO MyUI Employer+
    • Add Employees in Gusto
    • Employee Timesheet Settings in Gusto
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Year End FAQ

  • Year-End 1099 Services
  • Year-End 1099 Processing Deadlines & Fees
  • Recording 2% Shareholder Health Benefits
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