Home / Resources

Bookkeeping tips for small business owners.

Short guides on books, QuickBooks, payroll and nonprofit finances. Plain words, in English and Spanish.

Book a free 15-minute call

Checklist

What to have ready for your first meeting

  • Recent bank and credit card statements
  • Access to your accounting software, if you use one
  • Last year’s tax return
  • Payroll reports, if you have employees
  • Loan statements and any notes from your last bookkeeper

Useful links

Official sites we use often

IRS: Get your tax record
Download past returns and transcripts.

IRS: Where’s my refund?
Check the status of a federal refund.

Idaho State Tax Commission
Idaho income tax, sales tax and refund status.

Idaho Secretary of State: business filings
Annual reports and business entity records.

IRS: Tax information for charities and nonprofits
Form 990 filing and exempt status rules.

Guides on the way

Short, plain-language guides in English and Spanish. Have a question you want answered? Send it to Jennie.

Coming soon · Nonprofits

Bookkeeping for nonprofits: what your board needs to see each month

Coming soon · QuickBooks

QuickBooks Online: five setup mistakes that cost you at tax time

Coming soon · Pequeños negocios

Cómo separar las finanzas de su negocio y las personales

Coming soon · Payroll

Payroll basics for a small Idaho employer

Coming soon · Cleanup

Behind on your books? How catch-up bookkeeping works

Coming soon · Impuestos

Qué documentos reunir antes de su cita de impuestos

Guides are general information, not tax, legal or investment advice.

Have a question these don’t answer? Ask Jennie.

Book a free 15-minute call
Scroll to Top