Newsletters / Checklists

An annual update of new developments in QuickBooks and a discussion of problem areas, such as billing or inventory management.

An annual update on payroll requirements, such as Social Security limits, etc. and payroll department issues, including subcontractors.

An annual update of requirements for Not-For-Profit organizations who file a 990, 990-EZ, 990-PF or 990-T.

This checklist should assist you in documenting your valuable papers. We recommend you keep a copy with the executor of your estate, key family members, and others who should be informed.

Sample documents recommended for non-profit organizations.

Whistleblower Policy DOWNLOAD 
Conflict of Interest Policy DOWNLOAD 
Document Retention/Destruction DOWNLOAD 
Disaster Recovery Plan DOWNLOAD 

John E. Trahan 2019 Memorial Golf Outing.