Resources

We want to empower you with the skills to understand and control your business finances.

Guides, Videos, Tutorials and more to get you started and/or grow!

Helpful Forms/Checklists

Here are some forms that have helped some of our clients in their businesses.

SS-4 Form
Request for Employer Identification Number (when you want to apply for an EIN for your business)

RI Business Application and Registration
When you are ready to open a business, fill this application and submit it. Ask us about any questions you have while filling out this form.

W-9 Form
Request for Tax Identification Number (for anyone that is paying you for your services and is requesting one from you)

MBE/WBE/VBE Certification Application
For anyone interested in the minor business enterprise, woman business enterprise & the veteran business enterprise designation, please fill out this form. Let us know if you have any questions.

RI Annual LLC Reporting
This is for an LLC Entity that is required to report annually to the RI Secretary of State’s office every year by May 1st.

Tax Prep Checklist 
I prepared this checklist for anyone that needs some help with getting ahead at TAX TIME!

Helpful Links

Here are some links that have helped some of our clients in their businesses.

IRS Help:  www.irs.gov

RI Sales Taxes:  www.taxportal.ri.gov

QuickBooks Online:  www.quickbooks.intuit.com

Lastpass (a password vault):  www.lastpass.com

Zoom (video conferencing):  www.zoom.us

Loom (screen recorder):  www.loom.com

ClickUp (CRM/Project/Client Work Management):  www.clickup.com