Client Resources

Helpful tools, checklists, and downloads to support your bookkeeping workflow.

A simple printable checklist to help you stay organized each month.

FAQ – Resource Center

You can use the upload section above to send statements, receipts, and QuickBooks files securely. You may upload throughout the month or all at once.
I work primarily in QuickBooks Online. Your subscription is included in most packages.
Monthly bookkeeping is completed between the 1st–15th of each month for the prior month.
You can email me anytime at nikki@simplybalancedbookswi.com. Business hours are Mon–Fri.
Any 1099 info, final statements, major purchases, and your tax preparer’s contact information.
No problem — I offer cleanup & catch-up services to get you completely up to date.

You can submit receipts one of three ways:

1. Upload them in the Secure Upload section above
Just click “Upload Receipts” and add photos or PDFs.

2. Use the QuickBooks mobile app
Snap a photo → it syncs instantly to your books.
(Requires an active QBO subscription.)

3. Email receipts directly to QuickBooks
You’ll receive your unique receipt-forwarding email after onboarding.

January 15 — Estimated tax payment due

January 31 — Send 1099s to contractors

March 15 — S-Corp & Partnership returns due

April 15 — Individual & C-Corp returns due

Quarterly — Estimated tax payments

Monthly — Sales tax filings (if applicable)