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About Our Firm

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  • We’re a Virtual Firm – Serving You Anywhere
  • Virtual Hours of Operation & Staff Availability
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    • AC | Accounting Services
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Becoming a Client

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  • OVERVIEW: Onboarding Timeline
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General FAQ

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  • Renewing your City of Durango Business License
  • How to Close a Business in Colorado
  • 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?

Accounting FAQ

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  • Quickbooks
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    • How to Invite Your Accountant to Quickbooks Online
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    • Combining Payments
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    • View or print a copy of a cashed check and remittance

Sales Tax FAQ

1
  • Sales Tax for Contractors and Retailer-Contractors

Payroll FAQ

14
  • 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

Year End FAQ

3
  • Year-End 1099 Services
  • Year-End 1099 Processing Deadlines & Fees
  • Recording 2% Shareholder Health Benefits
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We’re a Virtual Firm – Serving You Anywhere

Virtual Services #

As a virtual accounting firm, we embrace technology to connect with our clients seamlessly. Whether you’re across the street or across the country, our services are accessible to you wherever you are.  We have designed our operations specifically for virtual connectedness, ensuring that distance is never a barrier in receiving our exceptional accounting services.

Please keep in mind that because we operate as a virtual firm,

we do not have a physical location for drop-in services.

In-Person Meetings #

We understand the importance of occasional in-person meetings with your accountant. If your accountant is located nearby, please contact them directly to schedule a convenient time to meet. Our team members may be able to provide in-person meeting options upon request, depending on their availability and location. Additionally, certain team members have access to shared office spaces or meeting rooms, which can be made available based on the specific location.

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Updated on August 31, 2024
Virtual Hours of Operation & Staff Availability
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