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Small business owner interviewing a job candidate

Kelli Lewis

How to Hire Employees in the US: A Practical Guide

Hiring your first US employee? Learn the legal steps, from worker classification and Form I-9....

Owner sorting small business tax records

Kelli Lewis

Small Business Tax Mistakes and How to Avoid Them

The small business tax mistakes that cost owners the most, from mixed finances to missed....

Business owner calculating monthly gross margin

Kelli Lewis

KPIs for a Service Business: What to Track and Why

The KPIs a service business should track: revenue, margin, utilization, realization, collections, retention and cash,....

Business owner comparing QuickBooks tracking options

Kelli Lewis

QuickBooks Classes vs. Locations: Which to Use

Classes or locations in QuickBooks Online? See how each works, which plans include them, when....

Consultant setting up a recurring invoice

Kelli Lewis

How to Set Up Recurring Invoices in QuickBooks Online

Set up recurring invoices in QuickBooks Online step by step: pick the right template type,....

Owner sorting invoices in a service studio

Kelli Lewis

Streamline Small Business Finances in Hours, Not Weeks

Streamline small business finances with weekly cash checks, tidy bookkeeping, and simple automation owners can....

Owner setting a year-end accounting close date

Kelli Lewis

Close Small Business Books for Taxes After January Bills Arrive

Close your small business books for taxes with a CPA ready checklist, January timing, account....

Owner completing payroll registration forms

Kelli Lewis

Set Up U.S. Small Business Payroll in 7 Steps

Set up U.S. small business payroll with an EIN, tax accounts, worker classification, and a....

Bookkeeper reconciling a small business’s monthly records

Kelli Lewis

Outsourced Bookkeeping Keeps Small Businesses IRS Ready All Year

Outsourced bookkeeping helps small businesses reclaim time, control costs, and keep records ready for the....

Owner and accountant reviewing LLC tax choices

Kelli Lewis

U.S. LLC Payroll Setup: One Tax Choice Decides Owner Pay

Set up payroll for a U.S. LLC by checking tax status first, then handling EINs,....

Owner troubleshooting a QuickBooks bank feed

Kelli Lewis

QuickBooks Bank Feeds: Fix the Cause Before Waiting 24 to 48 Hours

Troubleshoot QuickBooks bank feeds by checking error codes and bank alerts. Use a safe manual....

Owner reviewing a monthly cash report

Kelli Lewis

Management Reports for Small Businesses: 7 That Flag Cash Risks

See the seven management reports small businesses need, plus monthly reporting steps, KPI guidance, and....