CATEGORY
Money, Records and Setup
Money, Records and Setup
9m
A Simple Inventory Spreadsheet for a Small Shop
One tab, eight columns, a rule that turns low stock red and a count on a schedule. How to build a small…
Money, Records and Setup
10m
Registering a Business in New York: Assumed Name and Sales Tax
New York asks for two registrations: an assumed name filed with the county clerk or the state, and a sales tax Certificate…
Money, Records and Setup
9m
Three Free Bookkeeping Tools for a Small Business
Wave, ZipBooks and the free tier of Zoho Books handle bookkeeping basics for a small shop. What each free plan covers, where…
Money, Records and Setup
8m
What to Ask an Accountant at the First Meeting
A written list of questions for a first accountant meeting, drawn from IRS and SBA pages: credentials, business structure, record keeping and…
Money, Records and Setup
9m
A Simple Customer Spreadsheet for a Small Shop
A customer sheet should hold what you will use and nothing you cannot protect. Here is a plain layout, sourced from FTC…
Money, Records and Setup
9m
What Records a Small Business Keeps and for How Long
Three years is the floor, not the rule. IRS and New York pages lay out how long small businesses keep returns, sales…