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Resources- Tools, Tech (see Evernote) - Coggle Diagram
Resources- Tools, Tech (see Evernote)
Computer
Hardware
Wired USB hub
laptop
Scanner
extra monitor
Software (basic)
Office
Windows
Risk
Contracts
Engagement Letter
Fixed Price Agreement
LLC Formation
Insurance
Accounting/Bookkeeping
Secure Portal
Office
GSuite
To do List
email
Payroll
bookkeeping
receipts
fetching
task manager
Tax
Tax Planner
Tax prep software
Tax Research
Office
PO Box
shredding (contact Waste Connections or LeMay Mobile Shredding
Marketing
Website
CRM
Professional
CPE
State Boards of Accountancy
Delap Resignation
Profit Sharing Contribution
buy medical attention before insurance change
employment contract
Family Office paper files
Education/ Development
Kitces
AICPA Sections