News and Alerts

You have documents that need esigned:

Your Annual Engagement Letter
Your Q1 2023 CAT Return Instructions

You have uncategorized QBO transactions. Can you help us by choosing a category for the transactions below:

Transaction date	AccountID	Txntype	TransactionID	DocNum	Description	Amount	Category
1/13/2023	137	Purchase	20061		ONLINE PAYMENT TO xxxxxxxxxxxx8723	400
2/12/2023	137	Purchase	20240		CORPORATE ACCOUNT ANALYSIS CHARGE	368.61

We noticed some vendors that may be missing important 1099 info in QBO. Please update here OR in QBO vendor center.

VendorID	VendorName	Missing Info
137	John Smith Plumbing	Missing social
91	Ashley Smith	Missing address and social
45	Locum Tenans Madison	Missing address

Upcoming SG dates:

Consultant Visit 3/18/2023 2pm
Management Minutes - Advanced QBO 3/31/2023 1pm
Monthly accounting for January 2023 and February 2023
Ohio CAT Due 5/10/2023

What's happening:

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