Links
Client Activities
- Client Portal (Sharefile)
- Client Portal (Method)
- Send a file to Advisoran
- Make Payment by Paypal
- Payment Authorization Form
- Review Advisoran on FaceBook
- Review Advisoran on Google Places
- Review Jeff Cecchini on Find-a-ProAdvisor site
- Review Advisoran on Yelp!
- View your paycheck (from QuickBooks)
- YouTube Channel
- Remote Support (via GoToMeetingFree)
- Remote Support (via Join.me)
- Remote Support (via Zoom)
- Meeting via ‘Appear’ service
Payroll
- ADP Tax Facts by States
- Background Searches
- Direct Deposit Form (1 Account) NEW HIRE)
- Direct Deposit-Employee Form (2 accounts)
- Direct Deposit Form Intuit (2 accounts)
- Direct Deposit-Employer Setup Instructions
- Federal Minimum Wage
- Federal Reserve Holidays
- FLSA Exemption Fact Sheets
- Form I-9 (USCIS-Employment Eligibility Verification) (NEW HIRE)
- Form SS-4 (IRS-Application for Employer Identification Number)
- Form W-4 (IRS-Employee’s Withholding Allowance Certificate) (NEW HIRE)
- New Hire Additional Information (NEW HIRE)
- Form W-9 (IRS-Request for Taxpayer Identification Number and Certification)
- FSLA Coverage (Fair Labor Standards Act)
- Health Insurance Market Place Notification-Employers with Plans
- Health Insurance Market Place Notification-Employers without Plans
- IRS Tax Calendar (Online)
- Labor Law Posters
- Minimum Wage Laws by State
- Multistate Employer Notification Form New Hire Reporting
- QuickBooks Payroll Support
- Social Security Administration – Business Services
- SSA 2011 Wage Base & Rate Figures
- US DOL Occupational Employment Statistics
- TSheets Video Tutorials
Payroll - California
- CA – FAQ Paydays, pay periods, and the final wages
- CA EDD Tax & Withholding Rates
- CA Form DE 4 Employee’s Witholding Allowance Certificate
- CA Prevailing Wage Rate Determinations & FAQs
- CA State Disbursement Unit (Child Support Payments)
- CA Workers Compensation Rating Bureau Classification Search
- California Employment Development Dept (EDD) – Home Page
- California Employment Development Dept (EDD) – e-Services for Businesses
- Direct Deposit Form (1 Account)
- Direct Deposit-Employee Form (2 accounts)
- Direct Deposit-Employer Setup Instructions
- Employer UI Rates
- Federal Reserve Holidays
- Form DE 34 New Hire Form
- Form I-9 (USCIS-Employment Eligibility Verification) (NEW HIRE)
- Form SS-4 (IRS-Application for Employer Identification Number)
- Form W-4 (IRS-Employee’s Withholding Allowance Certificate) (NEW HIRE)
- New Hire Additional Information (NEW HIRE)
- Form W-9 (IRS-Request for Taxpayer Identification Number and Certification)
- FSLA Coverage (Fair Labor Standards Act)
- Health Insurance Market Place Notification-Employers with Plans
- Health Insurance Market Place Notification-Employers without Plans
- Labor Law Posters
- Minimum Wage Laws by State
- Notice to Employee (Fill-in and Distribute to CA Employee)
- Paycheck Calculator-CA
- Required Notices and Pamphlets (to be distributed to CA employees)
Payroll - South Dakota
- Direct Deposit Form (1 Account)
- Direct Deposit-Employee Form (2 accounts)
- Direct Deposit-Employer Setup Instructions
- Exempt Employees-FLSA
- Federal Minimum Wage
- Federal Reserve Holidays
- File New Hire Report online
- File Quarterly Wage Report Online
- FLSA Exemption Fact Sheets
- Form 0778 New Hire Form
- Form I-9 (USCIS-Employment Eligibility Verification) (NEW HIRE)
- Form SS-4 (IRS-Application for Employer Identification Number)
- Form W-4 (IRS-Employee’s Withholding Allowance Certificate) (NEW HIRE)
- New Hire Additional Information (NEW HIRE)
- Form W-9 (IRS-Request for Taxpayer Identification Number and Certification)
- FSLA Coverage (Fair Labor Standards Act)
- Health Insurance Market Place Notification-Employers with Plans
- Health Insurance Market Place Notification-Employers without Plans
- Labor Law Posters
- Minimum Wage Laws by State
- Paycheck Calculator-SD
- Payroll Tax Rates & FAQ’s
- South Dakota Dept of Labor – Employer Resources
Payroll - Lousiana
- Direct Deposit Form (1 Account)
- Direct Deposit-Employee Form (2 accounts)
- Direct Deposit-Employer Setup Instructions
- Exempt Employees-FLSA
- Federal Minimum Wage
- Federal Reserve Holidays
- File New Hire Report online
- File Quarterly Wage Report Online
- FLSA Exemption Fact Sheets
- Form 0778 New Hire Form
- Form I-9 (USCIS-Employment Eligibility Verification) (NEW HIRE)
- Form SS-4 (IRS-Application for Employer Identification Number)
- Form W-4 (IRS-Employee’s Withholding Allowance Certificate) (NEW HIRE)
- New Hire Additional Information (NEW HIRE)
- Form W-9 (IRS-Request for Taxpayer Identification Number and Certification)
- FSLA Coverage (Fair Labor Standards Act)
- Health Insurance Market Place Notification-Employers with Plans
- Health Insurance Market Place Notification-Employers without Plans
- Labor Law Posters
- Minimum Wage Laws by State
- Paycheck Calculator-SD
- Payroll Tax Rates & FAQ’s
- South Dakota Dept of Labor – Employer Resources
Sales & Use Tax - South Dakota
Secretary of State
Software
- BullZip – pdf printer driver
- Carbonite – Computer cloud backup
- Convert Text Case – converts case of text
- Evernote – Note Management
- GSuite – Google Apps for Business
- GoToMyPC – Remote Control of Computers
- Last Pass – Password Manager
- Pdf Redirect – Pdf tools
- PdFill – Pdf Editor, Writer, and Tools (Not Evaluated)
- ReceiptBank – Receipt Mgmt & Expense Reporting
- RescueTime – Time Tracking (Not evaluated)
- RingCentral – Cloud based phone, fax, messaging, and conferencing system
- RoboForm – Password Manager
- Snagit – Screen Capture Software
- TripLog – Mileage Tracking
- T-Sheets – Employee Time Tracking
- Vendor appointment link
- Intuit QuickBooks Blog
- Intuit QuickBooks Online System Status for Developers
- Uncat transaction categorization
Time & Organizational Management
- Automated email followup
- CamelCamelCamel – Amazon price watcher
- Evernote
- Fiverr – Marketplace for creative and professional services
- Getting Things Done (GTD) – David Allen
- How to look good on a webcam
- How to look good on a webcam meeting
- RescueTime (Not evaluated)
- The Pomodoro Technique
- Transcription from audio or video
Investing
- What is an Index Fund (Article & Video)?
- Jack Bogle on Index Funds, Vanguard, and Investing Advice (Video)
- Warren Buffett: Buying And Holding Index Funds Has Worked (Video)
- Warren Buffett pays tribute to Jack Bogle (Video)
- Warren Buffet’s Bet with Hedge Funds
- Warren Buffett’s Investing Plan for His Family
- JL Collins – Stock Market Series (blog comments are informative too)
- JL Collins interview Part 1/3 on ChooseFI podcast
- JL Collins interview Part 2/3 on ChooseFI podcast
- JL Collins interview Part 3/3 on ChooseFI podcast
- WARNING BAD LANGUAGE: JL Collins’ version on a scene from the movie The Gambler
- 3-fund portfolio approach discussion
- 4% Rule for annual withdrawals in retirement
- Vanguard Total Stock Market Index Fund – VTSAX*
- Vanguard Total Stock Market ETF – VTI
- Vanguard 500 Index Fund – VFIAX
- Vanguard Total Bond Market Index – VBTLX*
- Vanguard Intermediate-Term Corporate Bond Index Fund – VICSX
- Vanguard Prime Money Market Fund – VMMXX
- Vanguard Federal Money Market Fund – VMFXX*
- Vanguard Balanced Index Fund – VBIAX (60% Stock / 40% Bonds)
- CRSP US Total Market Index (CRSPTM1:IND)
- S&P 500 Index (SPX:IND)
- Vanguard total Stock Market Index Fund vs 500 Index Fund (Investopedia)
- Vanguard total Stock Market Index Fund vs 500 Index Fund (Bogleheads blog)
- SEC money market fund categories (Fees & Gates on Vanguard site)
- Comparison: VMMXX vs VMFXX vs VUSXX?
- ETF vs Mutual Fund
- Investment Calculator
- PBS Frontline’s The Retirement Gamble documentary
- Where to Invest Your Money When the Stock Market is Overpriced
- How the Economic Machine Works by Ray Dalio
- The Changing Prices of Stuff
- A Complete Guide to Investing in Your 20s
- Vanguard portfolio allocation models
- Investor Resources and Education
- Rob Berger’s YouTube channel on investing
- Standard Deviation Guide
Social Networking