Ongoing

Reporting Fundamentals | Stop Reporting like it’s 1999

Come learn about the types of reports available: Standard reports Financial reports Custom reports With a deep dive into key elements of the Financial Report Writer, Standard reports, Lists Views, and the Custom Report Writer.

An essential guide to 1099 and W-9 form management and compliance

Reduce the risk of an IRS audit and maintain your bottom line Staying on top of IRS reporting requirements is critical for your business, but managing these forms can quickly become overwhelming. From juggling different 1099 forms to filing deadlines, there’s lots of opportunity for error — and mistakes can...