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Tools & Resources

On this page I bring you a variety of small business tools and resources that I use and think would be helpful for you. These resources carry my personal recommendation as I consider them to be valuable and important for you and your business. Please let me know if you have any additional tools or resources that you would like to share, although I will be testing out all recommendations before adding as I will only bring you resources I can stand behind.

Business Formation and Management

Accounting

  • Crossroads Accounting LLC – shameless plug over to my main business website where you will find the services I provide both in person and online.
  • AICPA – American Institute of Certified Public Accountants (I will be joining this group next year when I complete the CPA exams)
  • QuickBooks - best accounting resource for your business; go with the desktop version (QuickBooks Pro is fine) and buy on Amazon as they usually carry the cheapest prices around. (my personal endorsement based on my experience)
  • Alternative Accounting Software that I have reviewed. This software is not as well-rounded as QuickBooks, but is great to get started on the cheap and better than nothing!

Payroll/Taxes

  • QuickBooks Payroll – payroll subscription for your QuickBooks file (worth the cost, but if you have a small payroll, it may be more cost-effective to go with a payroll plan like I offer here)
  • Electronic Federal Tax Payment System (EFTPS) – you will need to sign up for this service to pay your payroll tax liabilities electronically (see this post for more info)
  • New Employee Documents – download these documents or maintain records to make sure you have everything you need from your new employee (also see this article):
    • IRS Form W-4 
    • USCIS I-9 Form
    • Check with your State for a State W-4
    • Job Offer Letter
    • Employee Information Form (sample here)
    • Direct Deposit Authorization Form (sample here)
    • Training Documentation
    • Wage Garnishments and Child Support Withholdings
    • Additions and Deductions Authorizations
  • 1099 Independent Contractor Documents – download these documents and maintain these records to make sure you have everything you need from your new contractor (also see this article to understand the differences between employees and contractors):
    • IRS Form W-9
    • IRS From SS-8 – Determination of Worker Status (optional, use if you are unsure and want the IRS to let you know if they are a contractor or not)
    • Written Contracts
    • Invoices from the Independent Contractor to your business
  • Payroll City – While I do payroll for my business, here is a strictly payroll processing company that does great work (no kickbacks in it for me, but if you do decide to utilize their services, let them know Mark from Crossroads Accounting referred them to you!). Also, if you are looking for a simple payroll calculator to help you process your payroll, check out their online check calculator.

Marketing

Passion

Books

Blogs and People I Follow

 

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