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About Our Firm

3

We’re a Virtual Firm – Serving You Anywhere
Virtual Hours of Operation & Staff Availability
Federal Bank Holidays & Office Closures

Becoming a Client

4

OVERVIEW: Onboarding Timeline
Attending a Free Consultation
Requesting a Quote for Services
Reviewing Your Custom Proposal

Services Catalog

6

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

General FAQ

13

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
Bill.com

Sales Tax FAQ

1

Sales Tax for Contractors and Retailer-Contractors

Payroll FAQ

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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 for Managers

Year End FAQ

3

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

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Payroll FAQ
Gusto for Managers

Add Employees in Gusto

< 1 min read

https://support.gusto.com/article/210728164125837/Add-employees

give Gusto access to your CO MyUI Employer+Employee Timesheet Settings in Gusto

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