The following items were either reviewed during the accounting training call or will be reviewed on a follow up call.

Working Together

  • Slack Channel: Karmen is your Air Traffic Controller. Ask any question big or small and Karmen will respond within 8 business hours. Start each entry with @Karmen and make a new entry for each question.
  • Working with me: Schedule a 15 minute follow up meeting with me if you haven't already. This will ensure a smooth onboarding process.
  • Quarterly Estimated Tax Payment Instructions: Four times a year we will look at your QBO and Gusto and email you instructions to pay both federal and state quarterly estimated tax payments.
  • Reasonable Compensation: Four times a year we will look at your QBO and Gusto and, if needed, have a conversation about you updating your reasonable compensation.
  • Annual Tax Filing: Every year we file both your 1120s for your LLC with S Corp election and your 1040 for yourself.
  • Slack Tips
  • Important Dates
  • Collective List of Services

QuickBooks Online

Gusto

  • Double check all the documents are signed in the documents section while logged in to the employee profile in Gusto
  • Approve yourself as an employee while logged in as the owner in Gusto
  • Approve the I-9 of yourself as an employee while logged in as the owner in Gusto
  • Run your first payroll
  • Payroll On Autopilot
  • Gusto Helpful Links
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