CFO on the Go
Client Page
Pathway to Mid-Year
With Spring Meetings coming to an end, we want to make sure 2025 is tidy and prepare for mid-year reviews right around the corner!
- APRIL Supporting Documentation Audits
- MAY 20 Supporting Documentation through April is Due
- JUNE Compliance Checks
- JULY Mid-Year Reviews
CFO on the Go Emails
Compliance Check/Out of Compliance Notices | June
Mid-Year 2025 | May 9
First Quarter Review | April 4
60 Day Compliance Check | March 4
2025 Employee Handbooks | March 3
Out of Compliance Notices | February 28
Terms of Service | February 24
Spring 2025 | February 14
Bank Closure Notice | February 12
Payroll Changes | February 3
2024 Year-End Close | February 3
Exciting News | February 1
Countdown to our 'timely hand-off' commitment | January 20
Goodbye 2024, Hello Tax Season | January 6
Final Payroll Reminders | December 26
UPDATE Beneficial Ownership Information | December 26
Year End Checklist | December 20
Holiday Schedule Reminders | December 18
Important Dates & Deadlines | December 8
Year End Guarantee | December 2
Compliance Check/Out of Compliance Notices | November
December 10th | November 25
The Road to Income Taxes | November 4
BOI Reporting / CTA Reminder | October 3
Fall Preparations | September 19
Terms of Service | September 3
Compliance Check/Out of Compliance Notices | August 26
Support Services
Ensure compliance and enhance your workplace clarity with an employee handbook tailored to your needs.
As a CFO on the Go client, enjoy discounts, a review of your handbook within 18 months, and get notifications of Local, State, and Federal labor laws with recommended handbook updates.
Income Taxes
We are excited to announce that Bell Solutions will be offering Income Tax Filing Services again starting in 2026. This change will allow us to deliver the CFO on the Go standards that we hold in the highest regard, across the entire annual accounting cycle.
Details coming Summer 2025.
Payroll Support Services
Effective March 1, 2025, Bell Solutions Payroll Support Services are expanding. To meet the needs of small business and maintain compliance with many upcoming changes, we will be offering three options for Payroll & Compliance Support.
New services will include Pay-As-You-Go e-Payments, Child Support e-Payments, Human Resources Support, NE New Hire Reporting and Employee Handbook. Services that are expanding will include Workman’s Compensation Audits and Benefits & Employee Program Reporting.
Payroll Changes
QuickBooks Payroll Tax Payments
QuickBooks changes to automated payroll tax withdrawals are in effect.
As of January 2025, Inuit changed how QuickBooks handles automated payroll tax withdrawals. Instead of withdrawing payroll taxes when due, payments are withdrawn every time payroll is processed and when there’s an increase in taxes owed.