Creative Bookkeeping Solutions LLC

Creative Bookkeeping Solutions LLCCreative Bookkeeping Solutions LLCCreative Bookkeeping Solutions LLC

Creative Bookkeeping Solutions LLC

Creative Bookkeeping Solutions LLCCreative Bookkeeping Solutions LLCCreative Bookkeeping Solutions LLC
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  • Quick Links
    • Calculators
    • Small Firm Help
    • Dictionaries & Glossaries
    • Nonprofit Organizations
    • State by state
    • Quickbooks
  • More
    • Home
    • Services
    • Company
    • Contact Us
    • Quick Links
      • Calculators
      • Small Firm Help
      • Dictionaries & Glossaries
      • Nonprofit Organizations
      • State by state
      • Quickbooks

  • Home
  • Services
  • Company
  • Contact Us
  • Quick Links
    • Calculators
    • Small Firm Help
    • Dictionaries & Glossaries
    • Nonprofit Organizations
    • State by state
    • Quickbooks

Help for Small Firms

  • Business expenses—how to reduce expenses; a checklist.
  • Business plans—useful for new or growing businesses. Be sure to click on “Writing the plan” and “Using the plan” in the lefthand column.
  • Business records retention—to see how long to keep different kinds of business records.
  • Business scams—current ones, how to guard against.
  • Business start-ups—checklists for new businesses.
  • Business start-ups—selecting the right entity (sole proprietorship, S corp, LLC, etc.).
  • Business structure—comparisons (sole proprietorship v. S corp v. LLC, etc.).
  • Credit and Collections—the federal Fair Debt Collection Practices Act, section by section.
  • Domain names—find out what names are available before you try to register a name.
  • Fax worldwide via e-mail—free trial on faxing from any place in the world to any place in the world. 
  • Home-business scams—current ones, how to guard against.
  • Management—online integrated library for personal, professional and organizational development with approximately 650 topics.
  • Social Security Statement—request a personal statement online.
  • Strategic Planning Process—basics.
  • Taxpayer Advocate Service.
  • Trade magazines by industry—free.
  • Wages—by geographical area and occupation.

Tools and Templates

  • Balance sheet template—for a sole proprietorship can be modified for corporation or partnership. Change account titles or format as needed. Spreadsheet calculates subtotals and totals for specified period.
  • Business plan templates—from Microsoft Office.
  • Cash flow budget template—worksheet for 6-month cash budget includes most inflows outflows. Modified as needed. 
  • Customer account statement template—track charges and payments on customer's account, send at month end to remind of balance due.
  • Daily cash sheet template—plug in daily amounts and spot discrepancies (from theft, misrecorded credit-card purchases, etc.). 
  • Income statement template—for a sole proprietorship can be modified for corporation or partnership. Change account titles or format as needed. Spreadsheet calculates subtotals, totals and net income for specified period.
  • Loan application and bank review form template—shows what the bank will ask for and how it will use your data to make a decision on your loan.
  • Monthly bank reconciliation template—plug in bank balance, deposits in transit, etc. and ledger Cash balance for instant totals that show if the amounts reconcile. 
  • Personal bank statement template—when owner's financial position is required. Spreadsheet asks for the typical information (personal assets, liabilities, sources of income, etc.). Fill it out, get a snapshot of how you look.

Need More Help With Your Business?

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