Resource Library

Confused about when you need to issue a 1099? This decision tree walks you through questions that will help you determine if a 1099 is needed based on your particular situation.

Take the guesswork out of goal-setting and break down your big dreams into manageable steps, track your progress like a boss, and stay motivated every step of the way.

Confused about estimated taxes? Keila simplifies tax concepts, explains who needs to pay quarterly taxes, and provides guidance on determining payment amounts. Get clarity on your tax obligations to ensure you're compliant.

Effortlessly calculate home office deductions! This spreadsheet template simplifies the calculation process, helping you maximize your tax savings effortlessly.

This spreadsheet template simplifies income and expense calculations, providing a clear overview of your business's financial performance and preparing you for a seamless tax season.

Ensure compliance and efficiency when managing payroll. Keila breaks down payroll's complexities, including benefits, HR, and legal compliance, to help you navigate hiring and effectively handle payroll.

Determining a "reasonable" salary as an S-Corp owner can be tricky due to IRS guidelines. Keila provides insights and calculation options to help you decide what your salary should be.

This video guides you through reviewing financial statements, empowering you to understand your business's performance and make informed decisions.

Securing health insurance for self-employed individuals, especially as an S-Corp, can be challenging. Keila shares tips on getting coverage and staying compliant.

Optimize financial planning for your business! This video demystifies business budgets and forecasts, equipping you with tools to drive success and growth.

Find yourself scrambling to distribute 1099s? This video provides a quick rundown on capturing the necessary information to fulfill your 1099 obligation to ensure you're compliant.

Building a profitable business goes beyond numbers. Keila shares insights on team growth, hiring, project management, and accounting software to help you thrive and succeed.

Demystify S-corps and partnerships taxes! This video simplifies tax obligations for these entities, providing clarity and guidance for effective tax planning and compliance.

The Questionnaire is your trusted companion to help you map out your dreams, set achievable goals, and craft a plan to rock both your business and personal life.

Continuation of Payroll + Hiring series! Learn crucial steps when onboarding new employees: employee handbook, bonuses, salary increases, reimbursements, and more. Dive deeper into payroll essentials.

There are lots of questions around how to pay yourself a reasonable salary as an S-Corp owner. This webinar breaks down everything you need to know to hopefully make that process smooth and easy.

Got your tax return but don't know what you're looking at? This guide equips you with everything you need to know to effectively review and analyze your tax return with confidence.

This comprehensive accounting guide is tailored for new businesses, offering essential insights and strategies to establish robust accounting practices for long-term success.

Master business budgeting! This video guides you through building a comprehensive budget, empowering you to plan and track financial goals effectively.

Learn to build a business budget with Keila! Discover how to create a chart of accounts and develop a plan for tracking progress throughout the year. Take control of your financial goals in this informative video.

Maximize your tax savings by ensuring you're taking full advantage of the home office deduction. This video helps you navigate the requirements so you can claim the deductions you deserve.

Ready to share your budget and forecast with your team? Discover how to communicate your business's direction and engage your team in contributing to its success.

Using your car for business? This spreadsheet template simplifies mileage tracking, helping you accurately calculate and claim deductions for business-related travel expenses.

Confused about where to allocate expenses on your tax returns? This video clarifies which expenses go on your personal return vs. business return, ensuring proper categorization.

Efficiently manage rental income and expenses! This spreadsheet template simplifies tracking and calculating rental-related finances, helping you stay organized and maximize profitability.

Thinking about whether an S-corp election is for you and your business? This guide provides insight into what the election means for your taxes and how to prepare for the transition.

Received a letter from IRS? Don't panic! This video explains what to do next. Don't worry, it's usually not as serious as it seems.