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Bookkeeper recording a shareholder transfer in a ledger

Kelli Lewis

S Corporation Bookkeeping: What to Record and How

S corporation bookkeeping explained: payroll, reasonable compensation, owner distributions vs. draws, basis, monthly close and....

Owner comparing DBA and LLC filing paperwork

Kelli Lewis

DBA vs. LLC: Which One Does Your Business Need?

A DBA is a name. An LLC is a legal entity. Learn how they differ....

Employer completing payroll tax registration online

Kelli Lewis

How to Register for Payroll Taxes as a New Employer

Hiring your first employee? Learn which federal and state payroll tax accounts to open, what....

Business owner matching a payment to an invoice

Kelli Lewis

Accounts Receivable Outsourcing for Small Businesses

What accounts receivable outsourcing covers, how it differs from automation, what shapes the cost and....

Photographer reviewing prints and service charges

Kelli Lewis

Sales Tax for Services: What Creatives Need to Know

Do you charge sales tax on creative services? See how states decide, where photography, video....

Controller reviewing monthly account records

Kelli Lewis

Fractional Controller: What They Do and When to Hire One

A fractional controller gives your business part-time senior accounting oversight. See what they do, how....

Creator submitting an online sales tax return

Kelli Lewis

Sales Tax Filings for Creators: Process and Deadlines

How sales tax filings work for creators who sell merch, prints and digital products: registering,....

Small-business owner comparing PEO and EOR paperwork

Kelli Lewis

EOR vs PEO: Which Model Fits a U.S. Small Business?

EOR vs PEO explained for U.S. small business owners: who the legal employer is, entity....

Owner reviewing exemption certificate paperwork

Kelli Lewis

Exemption Certificate Management: A Practical Guide

Learn how to collect, validate, store and renew sales tax exemption and resale certificates so....

Bookkeeper sorting incoming vendor bills

Kelli Lewis

Bill Pay Workflow: Steps, Controls and Automation

Build a bill pay workflow for your small business: the steps from receipt to reconciliation,....

Owner comparing monthly business finance figures

Kelli Lewis

Small Business Finance KPIs: What to Track and How

Which finance KPIs a small business should track, how to calculate each one, how to....

Founder organizing startup bookkeeping records

Kelli Lewis

Bookkeeping for Startups Checklist: Setup, Weekly, Monthly and Yearly

A practical bookkeeping checklist for startups: what to set up first, what to do weekly,....