The Divorce Financial Checklist: What to Gather, Inventory, Freeze, and Retitle Before You File
Gather tax returns, statements, and business records before filing — then freeze joint credit, split the 401(k) by QDRO, and update beneficiaries.
#checklist
Checklist
Practical checklists for accounting and financial tasks
Monthly Bookkeeping Checklist: The Daily, Weekly, Monthly, and Quarterly Tasks That Keep Your Books Clean
Reconcile monthly, chase invoices weekly, pay IRS estimates quarterly — the daily-to-quarterly checklist that keeps small-business books clean.
Year-End Closing Checklist for Small Businesses: What to Reconcile Before December 31
Reconcile bank accounts, receivables, payables, payroll, and inventory before December 31 — plus the W-9s, 1099s, and IRS deadlines that close with the year.
Connecticut's October 1, 2026 Employer To-Do List: 7 Workplace Law Changes in Effect Now
Since Oct. 1, 2026, Connecticut employers of every size must post pay ranges, drop stay-or-pay clauses and name monitoring locations — a 7-item checklist.
Don't Wait Until January: Start Your Year-End Tax Prep This October
Start year-end tax prep in October: collect W-9s under the IRS $2,000 1099 rule, clean up vendors, reconcile Q3, and calendar every deadline.
How to Appeal Your Property Tax Assessment: Comparable Sales, Unequal Appraisal Claims, and the Evidence That Actually Wins Reductions
Win a US property tax appeal with evidence: fix record errors, file 3-5 arm's-length comps, and add an unequal-appraisal claim before the 30-60 day deadline.
The Termination Meeting Checklist: Final Pay, COBRA Notices, and Property Return
US termination checklist: meet your state's final-pay deadline, send COBRA notices within 44 days, get OWBPA releases right and collect property same day.
How to Vet Your Outsourced Bookkeeper's IT Security: 10 Questions
Under the FTC Safeguards Rule, bookkeepers must keep a written security plan with MFA and encryption. Ask these 10 questions before granting access.
Kansas Changed Sales Tax Rates Again: A Quarterly Compliance Checklist
Kansas revises local sales tax rates every quarter and holds retailers liable for tax they should have collected — use this 10-step checklist each quarter.
Which Labor Law Posters Do You Actually Have to Hang?
Every required federal labor law poster is free from the DOL, so the $90 compliance mailer is a scam. Which sheets you owe, plus state and remote rules.
Open Enrollment 2026: The Small Employer's Checklist for Notices, Limits, and Deadlines
ACA affordability hits a record 9.96% for 2026 plan years and the Medicare Part D notice is due before October 15 — the small employer's full checklist.
Outgrown Your Accountant? The Warning Signs It's Time to Switch CPA Firms
Seven signs you have outgrown your CPA firm, the months when switching is cleanest, and the data-handoff and engagement-letter checklists to use.