Client Resources

To save you time, Kim has compiled a list of helpful resources and tools to help you get started in organizing your financial data!

Apply for an Employer Identification Number (EIN)

Choosing a Business Structure (Entity)

IRS Mileage Rate

Register Your Business with the State

W9 Form

Kim Strongly encourages an electronic filing system for your financial data
for example:

1. Cloud storage.
2. Scan those receipts into an electronic filing system or directly into QuickBooks Online.
3. Statements in Apps & on bank websites need to be saved on the cloud as they will disappear after time.

All Star Accounting Professionals Organization

Kim founded All Star Accounting Professionals (ASAP) as a way for bookkeepers, accountants, and CPAs from the Portland, Oregon metropolitan area to come together for networking, collaboration, camaraderie, and general business support. 

All Star Accounting Professionals meets twice a month, on the first & third Thursday of every month - except January.
They alternate between virtual luncheons & in-person Happy Hours.