Resources

Using QuickBooks’ Income Tracker

Sometimes, especially first thing in the morning as you're planning your day, you just want to cut to the chase and get a quick overview of your company's finances. That's where QuickBooks' Income Tracker comes in. It not only provides that overview, but it also contains links to related screens where you can do the work that's needed there.




What Sales Orders Are and When to Use Them

Creating Sales Orders can help you document future sales.




Are you using QuickBooks reminders?

QuickBooks reminders are more accurate than written reminders and remove the burden of trying to remember important deadlines.




Creating customer statements in QuickBooks

QuickBooks statements are easy to create, understand and helpful in resolving payment disputes.




Research and Development Expenditures and Tax Credit

Find out how to take advantage of the Research & Development tax credit which was made permanent in 2015.




Tax Documents Retention Guidelines

What 2017 tax records can you toss once you’ve filed your return? The short answer is: none. You need to hold on to all of your 2017 tax records for now. But this is a great time to take a look at your records for previous years and determine what you can purge.




Tax Return Due Dates

We have created a chart to help you keep track of all the important tax due dates.




Tax Saving Strategies Individuals

Download this checklist for personal income tax savings ideas that you can discuss with your Alerding CPA Group Tax advisor.




Nonprofit Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your 990 tax return.




Individuals Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your personal income tax return.




Tax Saving Strategies Businesses

Download this checklist for business income tax savings ideas that you can discuss with your Alerding CPA Group Tax advisor.




Business Tax Checklist

Download this checklist to help you gather everything that will be needed to prepare your business income tax return.




NFP Financial Statement Primer

Although nonprofit financial statements are structured similarly to for-profit financial statements, their unique names and formats can make them harder to understand. This high level overview provides a description of each statement along with key information to look for that is specific to nonprofits.




NFP Financial Reporting Changes

In August 2016, a new accounting standard was released which will change certain financial reporting aspects for nonprofits. This two-page handout summarizes the key impacts of the new standard and provides additional considerations to help you apply the changes to your organization.