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.

Learn about the importance of the W-9 form for businesses and vendors.

What Is a W-9 and Who Is Required to Fill It Out?

A Form W-9 is an important document used by businesses to request the taxpayer identification number (TIN) of individuals, entities, or certain types...

payroll + hr + compliance tax small business operations
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...

quickbooks small business accounting technology
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...

quickbooks small business accounting small business operations technology