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White Sands

Welcome to Sand Dollar Bookkeeping’s exclusive client page!

We are excited to introduce a dedicated section of our website featuring a curated selection of YouTube tutorials and how-to videos tailored for QuickBooks Online users. This resource is designed to empower our clients with the knowledge and skills needed to navigate QuickBooks Online with confidence. While these tutorials are not intended to replace the need for professional bookkeeping services, they aim to help you, the business owner, work more efficiently and effectively with our firm. Whether you are new to QuickBooks or looking to enhance your existing skills, this video library offers step-by-step guidance to help you manage your finances more efficiently. Explore the tutorials to get the most out of QuickBooks Online and streamline your bookkeeping processes, ensuring a more productive collaboration with our team.

S-Corporation Resources (For S-Corp Clients Only)

These resources are intended for clients operating as S-corporations. They are provided for general informational purposes only and are designed to support conversations with a CPA or tax preparer.

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S-Corporation Owner Quick Guide

A high-level overview of common S-corp topics, including accountable plans, reasonable wages, owner health insurance, retirement options, and owner loans.

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Accountable Plan Starter Template (with Sample Expense Log)

A sample accountable plan template with a simple expense log, intended for review with a CPA or tax preparer prior to implementation. This resource is informational only and not tax or legal advice.

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Download freebies now!

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2026 Tax Deadlines Calendar

You won't forget when quarterly payments are due and other important tax deadlines with this calendar!  Print and put it on your fridge or somewhere in your home office.

NEW!

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S-Corporation Owner Quick Guide

A high-level overview of common S-corp topics, including accountable plans, reasonable wages, owner health insurance, retirement options, and owner loans.

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Form 1099-NEC Decision Tree

What vendors and contractors should be issued a 1099 can be confusing!  Check out the 1099 Decision Tree to help you determine what you are responsible for issuing and filing in January.

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End of the Year Bookkeeping Checklist

Download our end of the year bookkeeping checklist to help you prepare for tax season!

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5 Common QuickBooks Online Mistakes and How to Avoid Them

QuickBooks Online has proven to be a lifesaver for small businesses. It offers numerous ways for businesses to record and track revenue, expenses, profitability and more! While this software is very helpful, it's easy to make some costly mistakes. Download now for five common mistakes I see regularly  and how to avoid them.

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12 Tips to Increase Your Profit Margin

Profits are how much money is made, cash flow is how much money is going in and out of the business.  According to Forbes, 69% of small business owners lose sleep at night worrying about cash flow. A business should strive to have the best of both worlds:  positive profits and positive cash flow to sustain in the long run. Check out these 12 tips that will help boost your cash flow and profit margins, which will hopefully let you sleep better at night! 

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Are These 6 Bookkeeping Myths Costing Your Business Money?

I know, you're a savvy business owner, and you already know all the basic bookkeeping laws, like "never co-mingle personal and business expenses" and "always keep your business receipts". However, "you don't know what you don't know," right? Here are 6 bookkeeping myths that I see even the most knowledgeable business owners believe - and practical solutions you can start implementing today to correct them.

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