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Nexus Guide & Templates

Nexus is enough to make any tax professional's head spin. Add in ever-changing rules, a healthy dose of fear or intimidation, and the stress of tax season, and we're left spinning our wheels on ice with no sand in sight.

Enter this Nexus Guide. It won't make you coffee or bring you a cookie. It will give you a good framework to approach nexus with, specific information to request from your clients, a few approaches to objections and opening the door to providing your client with more support, and some pretty nifty spreadsheets.

S-Corporation Reconciliation Worksheet with Payroll Reconciliations

It's always nice to have a reconciliation, isn't it? Some place to go where there numbers add up to zero or the same number as a number somewhere else.

And isn't even nicer when that reconciliation has some references in it? A place to go to find the numbers making up that reconciliation? A trail guide of some sort.

This is that.

Grey Image with "Accounting File Tree," and a sample file tree with 0 Permanent File and 2024 as top level folders. 2024 has the folders, "Bank Statements, Receipts & Invoices, Tax Documents, and Tax Returns," on it.

Saving Your Documents

Saving your tax and accounting related documents isn't quite as simple as saving. You need to know what to save, where to save it, and for how long. This small but mighty PDF will help you answer those questions.

Designed for business owners but also applicable for individuals, this PDF doesn't cover every single situation. It does get darn close though. And, it's one more insight to what kind of help and support clients receive at Crayon Advisory.

Getting Started in FreshBooks - Looking back to move forward.

FreshBooks is my preferred accounting software for soloprenuers, freelancers, and service providers, . It does the things you need and can help you stay focused as you move through your business finance needs. Here, we'll get the software set up so you can start taking advantage of it, one step at a time.

Accounting Software Feature & Benefit Comparison Charts

Reviewing and comparing software is no easy task. You end up with 50 tabs open looking at details, reviews, and trying to compare a non-standard set of features. Nothing makes sense. Everything is harder than it needs to be.

Add in the confusion and frustration of looking at software you know you need but you may not understand at all and it just might be enough to cause you to toss in the towel before you even get started.

We've taken our special interest in reviewing and comparing software and combined it with our expertise in tax, accounting, and running a business and combined this into charts that focus on the features that matter most to solo and small businesses. We've also added in the benefits of each feature and tailored those benefits to the specific software.

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