Lyndsey Latta

Author profile for Lyndsey Latta of Kaizen CPAs + Advisors. On this page you can see all the blog posts that Lyndsey Latta has written.

Close-up of a person filling out IRS Form W-9 on a wooden desk with other tax documents nearby.

The Small Business Owner’s Guide to W-9 Requirements

When you’re running a business, it’s easy to overlook paperwork—until it causes a problem. The IRS Form W-9 might seem like just another form, but...

With the right process, converting to QuickBooks Online can be a smooth transition.

Converting from QuickBooks Desktop to QuickBooks Online: What does the process look like?

So you’re finally making the plunge, after years of using QuickBooks Desktop (QBDT), you’re switching to QuickBooks Online (QBO). That’s a great...

Switch to QuickBooks Online and streamline your back office.

Why your business needs to switch from QuickBooks Desktop to QuickBooks Online ASAP

At Kaizen, QuickBooks Online (QBO) is our preferred accounting platform for our clients. It’s a flexible, powerful software that allows us to map out...