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Resources

Webinars and Videos

Human Resources Basics Webinar Registration
Cash Flow Analysis Webinar Recording

Downloadables

PPP Forgiveness Calculator
How to Start a Business Guide
List of CPA's and Tax Preparers
Glossary of Terms
Which Tax Form Do You File?

Financial Analysis Templates

Daily Cash Flow Template (Google Doc Template)
Monthly Cash Flow Template (Google Doc Template)

Tax Agencies

IRS
LA Dept of Revenue
Orleans Parish Department of Revenue
Louisiana Secretary of State
Louisiana Workforce Commission
LA Dept of Children and Family Services

Client Resources

Book a Focused Meeting (New Clients, Paid)
Quick Question Meeting (New Clients, Paid)
Book a Focused Meeting (Current Clients)
Quick Question Meeting (Current Clients)
Refer a Client
Request a Task

Bookkeeping

QuickBooks support and tips on getting help

Human Resources

Blank contract: Employee
Blank contract: Contractor
Blank NDA: Employee
Blank NDA: Contractor
New hire form: I-9
New hire form: W-4
New hire form: L-4
New Hire Form: Information Sheet

Newsletters

August 2020 Newsletter - EO's, Safe Harbors, and Main Street Recovery!
July 2020 Newsletter - State Grants for Business
June 2020 Newsletter - Your 8 weeks - calculating PPP Forgiveness
May 2020 Newsletter - Make the Most of Your PPP Funding
April 2020 Newsletter - The World Has Changed - Here's How to Adapt
March 2020 Newsletter - Running a Business is Taxing :'(
February 2020 Newsletter - What's your plan? Get ready to file!
January 2020 Newsletter - January is a big month for payroll. Find out why!

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