Business Finance Tools

Bookkeeping Software


Xero is a cloud based accounting software that provides a real-time view of your business finances.

With Xero you can:

  • Create professional invoices and receive updates when they are opened.

  • Import and categorize your banking, credit card, and merchant processor transactions.

  • Manage bills and expenses.

  • Control your cashflow by scheduling payments and easily organizing expenses.Track inventory.

  • Publish financial reports such as Profit or Loss, Balance Sheet, and Cash Flow in digital, PDF, Excel or Google Doc format.

  • Manage your business on the road with the Xero mobile app.

  • Integrate with over 500 inventory, payment, CRM, time tracking, invoicing, job costing, point of sale, payroll, eCommerce, reporting, document management, expense report, practice manager, and more apps.

Learn more or sign up for Xero here.

Payroll Software


Gusto is a payroll processing, benefits, and HR software. It also integrates with Xero accounting software, so your payroll information will seamlessly sync to your accounting software.

  • All 50 states, plus federal and local taxes

  • Automated payroll filings and tax payments

  • Unlimited payrolls

  • W-2s and 1099s

  • Direct deposit

  • Multiple schedules and pay rates

  • Online employee setup

  • Payroll on Autopilot® — payroll runs itself

  • Medical, vision, and dental insurance

  • 401(k) retirement savings

  • Commuter benefits

  • HSA

  • Health & dependent FSA

  • 529 college savings

  • Life and disability insurance

Learn more…

Expense Reimbursement Form

If you or an employee pay a business expense using personal funds, complete an expense reimbursement form if you or your staff would like to be reimbursed by the business.  This will help you ensure that all of your business expenses are captured and accounted for.

Download expense reimbursement form in PDF or Excel format.

Mileage Tracker

With the standard mileage at 54.5 cents per mile for 2018, it might be time to revisit what yields the more substantial deduction—the standard mileage rate for each business mile, or your actual car expenses. If this is the first year you have business use of an automobile, you don’t have to decide which method yields the better result until you file your return.  Admittedly, claiming the standard mileage rate is a lot easier for most of us. All we have to do is keep track of our business miles and multiply them by the current rate.

Track your mileage using the MileIQ or download a blank mileage form here.

Form W-9

When non-employees perform work for you in your trade or business, it’s important to obtain a Form W-9, Request for Taxpayer Identification Number (TIN) and Certification, before paying them. Taxpayers use a Form W-9 to provide their correct TIN to the person who is required to file an information return with the IRS to report income paid to the taxpayer. 

If you pay someone who is not your employee $600 or more, you are required to issue a Form 1099-MISC, Miscellaneous Income.

Download a blank Form W-9 here.