Client Navigation Hub
Quick access to the tools we use to keep your books shipshape.
Hubdoc
Upload receipts, invoices, and documents securely for our crew.
Bill.com
Pay vendor bills and approve expenses electronically.
Financial Cents
Track tasks, deadlines, and communication with the crew.
Helpful Resources & Quick Links
Fast access to essential state and federal tools
California Attorney General — Charity Registration Search
Look up or verify a nonprofit’s charitable registration status in California.
IRS Tax-Exempt Organization Search
Search for and verify federal nonprofit tax-exempt status or access filings (Form 990s).
California Franchise Tax Board – Collections Calculator
Estimate tax balances, payments, or interest owed using the FTB’s official calculator.
California Entity Status Letter – Franchise Tax Board
Request an official entity status letter for your business or nonprofit.
California Employment Development Department (EDD) Online Services
Access payroll tax accounts, file employer reports, and manage state payroll compliance.
The Chart Room
Browse our easy-to-read guides. They walk through our process, our philosophy, and the tools that keep your finances steady.
Your Bookkeeping Voyage
Take a look at a full year aboard the SS Tied Out. We guide you from onboarding to a stress-free year-end. See how we keep your financial ship steady from the first wave to the final port.
Audit-Ready Bookkeeping
See what it means to have books that can weather any storm. This guide explains our approach to keeping records, and what “no loose ropes” bookkeeping is all about.