Overview

Congrats! You are about to meet with an expert Onboarding Accountant, who will uncover and share valuable insights on your financial reports, payroll, and tax savings. The two main goals of this call are:

  1. Create your S Corp Year-To-Date Profit & Loss financial statement

  2. Schedule recurring monthly payroll runs

These two goals will touch on many topics, such as: salary, shareholder distributions, quarterly tax estimates, home office expenses, personal vs business transactions, monthly/quarterly/annual services provided by the Accounting and Tax teams, 1120s Business Tax Returns, 1040 Individual Tax Returns, and many more.

If there are outstanding questions towards the end of the call, your Onboarding Accountant will help direct you to additional accounting and tax experts on the other end of [email protected].

Please complete the following steps on your own, so the call can focus on an insights deep dive.

Action 1 - Setup and Schedule

  1. Click here to log into your Collective Dashboard.

  2. A module is waiting towards the top of your Collective Dashboard. It looks like this:

  3. Follow the steps in each linked article and check off the corresponding box.

  4. After all the boxes are checked, click the "Confirm" button.

  5. A scheduling window will appear.

  6. Pick the first available time that works for you.

  7. Click confirm.

  8. Not so secret hack: if you are having trouble with these steps, go ahead and click the boxes to get the scheduling window. We are very eager to meet with you and finish your onboarding.

Action 2 - Prepare for the Meeting

  1. Be prepared with website URLs, logins, and passwords for all your checking and credit card accounts.

  2. Please upload PDF bank statements of business checking and business credit cards via the document upload button found at app.collective.com > left side menu > documents. You can ignore this step if your account is so new that you don't have a pdf statement yet. Definition of "business account" for this step = any account that contains only income and expense transactions related to your business.

Action 3 - Attend the Meeting

  1. Make sure to attend the meeting from a desktop or laptop computer that can handle a Zoom screen share with a few browser tabs open.

  2. Parts of the meeting you'll watch the Onboarding Accountant share their screen.

  3. Parts of the meeting you'll share your screen, while we guide you around where to click.

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