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CFO on the Go
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    • Home
    • Communications
    • Tools & Resources
    • Services
      • Guide to CFO Services
      • Guide to Support Services
      • Add-On Services
      • Accounting Services
  • Home
  • Communications
  • Tools & Resources
  • Services
    • Guide to CFO Services
    • Guide to Support Services
    • Add-On Services
    • Accounting Services

CFO on the Go Emails

The OBBB | November 3

*Out of Compliance Notices | October 31

The Road to Income Taxes 2025 | October 30

Income Tax Services & Terms of Service | October 27

Fall Meetings | September 23

Compliance Month: Payroll & Labor | September 16   Year End Prep!

Office Closure | September 12

Compliance Month: Documentation & Deductions | September 9

Compliance Month: Corporate Compliance | September 4

Holiday/Bank Closure | August 26

Fall is right around the corner | August 11

*Compliance Check/Out of Compliance Notices | July 10

Holiday/Bank Closure | June 30

Mid-Year Refresh | June 10

UBT QuickBooks Connection Notice | June 9

Holiday/Bank Closure | May 21

*Late Payroll Fees / OOC Notices | May 20

Mid-Year 2025 | May 9

First Quarter Review | April 4

*60 Day Compliance Check / OOC Notices | March 4

2025 Employee Handbooks | March 3

Terms of Service | February 24

Spring 2025 | February 14

Bank Closure Notice | February 12

Payroll Changes | February 3 | February 3  | February 3

2024 Year-End Close | February 3 | February 3  | February 3

Exciting News

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

*Notifications only applicable when out of compliance.

Mid Year 2025

Payroll Notices

Bell Solutions 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.

See more

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.

August-September 2025

Download PDF

May-July 2025

Mid-Year 2025

With Spring Meetings behind us, we want to turn our focus to mid-year reviews and make sure your year-to-date finances are tidy! 


During the months of June and July we will be conducting audits and let you know if any concerns or considerations for the second half of the year. 


Reminder: Small business financials and supporting documentation must be current for mid-year reporting and tax planning.

2025 has been a unique year filled with twists and turns, presenting both opportunities and hurdles to navigate. The half-way point of the year is a great time to make sure you have business matters in order for the second half of the year, and the upcoming tax season.  


2025 Small Business Checklist

Mid-Year Checklist

2025 Mid-Year Review Guide
NE Paid Sick Leave  

NE SOS Biennial Reporting 

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