tools | cpa moms

TOOLS	WEALTH TEAM
There are several key business tools for every successful business:	Leverage key people by building a wealth team for your business:
QuickBooks Hosting/Virtual accounting solution Paper organization system Business assessments Automated payroll service Professional Staff Profiles Legal templates Web/Graphic design	Accountant Tax CPA Attorney Insurance Professional Financial Planner Banker/Lenders Coach
For a list of our top recommended tools, see below…	For a referral to our list of trusted advisors, please CLICK HERE.

Below are a collection of accounting tools designed to make your life easier. Accounting tools include electronic systems, paper organization systems, personal financial systems. Here are a few of our favorites used most frequently by the community of CPA MOMS™ when serving their clients:

entrepreneurs free financial tools | top

For access to countless complimentary tools for entrepreneurs.

business assessments | top

We tune up our cars.
We get doctor checkups.
What about our business & financial health?

Make money or save money by getting an annual "check-up" on your business. Things change and the legal structure you started with may be costing you extra in taxes. Your corporate maintenance procedures may be out of date. Your employee/independent contractor decisions might have changed. Don't risk being out of compliance. What you don't know can hurt you.

accounting software quicken and quickbooks | top

Save up to 20% on all QuickBooks products, plus free shipping

We recommend Quickbooks over any other software for new and small business owners. Quickbooks version selection guide: Click Here for Product Summaries We recommend you speak to a financial expert before selecting the version of Quickbooks that will best suit your needs. Regardless of which version you choose, you should seek professional guidance to properly setup your financial architecture, and to properly use your software on an ongoing basis.

online hosting for your quickbooks file | top

After researching a number of hosting solutions (including Quickbooks online), CPA MOMS uses the web hosting desktop solution for most of its small business clients. The web hosting solution allows all Quickbook users to access their file from anywhere there is an Internet connection. Hosting includes the Quickbooks solution, a number of different software programs (e.g. billing systems), and the Microsoft suite.

Below are just some of the many reasons why Business Owners are hosting these days.

No new computers to buy or maintain
24/7 access to your web based application and 24/7 server monitoring
No backups to worry about
Secure data center
Certified on all hosted products

paper organizations system freedom filer | top

CPA MOMS recommends and uses the FreedomFiler™ system for most small businesses. FreedomFiler™ provides state-of-the-art, maintenance-free paper organizing solutions for the home and office. Created by an award winning development team, FreedomFiler™ is a self-purging home filing system that forever eliminates the need to clean out and reorganize files, while dramatically reducing the time and energy required to file and retrieve papers.

What is Your DISC Style?| top
Are You A Dominance, Influence, Steadiness, or Conscientious Style?

Have you ever wondered why you hit it off with some people immediately, while with others it's like oil and water? There are four primary behavioral styles, each with a very distinct and predictable pattern of observable behavior. Once you understand these patterns, you have the key to unlock your ability to get along with nearly anyone.

Completing the DISC profile questionnaire will only take 7-10 minutes to learn what makes you tick. Once completed, you will receive your in-depth DISCself Online Report. It will describe your overall behavioral style including your strengths and struggles, needs and motivations, work style tendencies and communication preferences.

And that's not the half of it! It also provides action plans on how you can get along better with just about anybody.

wealth profile | top

For those focused on creating wealth with ease, using natural abilities, while staying in the flow versus swimming "upstream", this series of Wealth profiles is clarifying and powerful.

payroll service | top

We have chosen to partner with ADP a national payroll service and Human Resource company who provide our CPAs and clients with the most competitive discounts in the marketplace. Aligning with our personal and customized care, a national Account Service representative has been assigned to all Agency clients ensuring the needs of our clients are met consistently and timely across the nation. For a free quote on how ADP might help save you money on your payroll services, human resource needs, and even worker's compensation insurance, click the link to talk with our ADP assigned representative.

legal templates | top

Legal Zoom is a great resource for business owners who need basic legal documents and want a system for managing corporate minutes. For establishing corporate entities, filing trademarks, estate planning and other advanced legal matters, it is our professional opinion that business owners should consult legal advise. Legal Zoom is a great resource for basic business templates, but does not replace the need for a good local attorney. If you are not sure what type of corporation you should file, if there are more than one owner, manager or member for your entity, or if there are any industry specifics (e.g. licensed professionals require a different type of corporation) that should be evaluated prior to formation, you should consult a legal professional who understands your business and your business objectives.

web/graphic design | top

M&P International Network (MPINETS) specialize in cutting-edge web, e-commerce, multimedia and database development for small to large businesses/organizations and Faith-based ministries. We have experience in virtually all major programming and scripting languages, and all major database platforms. MPINETS develops web sites that are easy to use and navigate, while being efficient in operation. Our goal is to create a product that exceeds your expectations and stays within your budget.