Develop a handout to give to potential clients and referral partners. Below is an editable handout. When you create it for yourself, then do "File", "Save As", and save it as a PDF for your company

Be sure to update your documents! Budget/Cash Flow: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Need our assistance? https://calendly.com/coeurbridge

Editable Handout: https://coeurbridge.com/wp-content/uploads/2025/10/Coeurbridge-LLC-One-Pager.docx

In a service or product business, you may want to consider partnering with referral sources. In this video, you can start thinking about natural referral partners and leverage your network. You never know where a connection may come from that furthers your business.

Be sure to update your documents!
Budget/Cash Flow: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Need our assistance? https://calendly.com/coeurbridge

Marketing can be one of the most fun activities in starting and running a business. This is an overview of what will be covered in marketing. Be sure to update cash flow/budget numbers and your business plan document!

Cash Flow: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Do you need bookkeeping help? https://calendly.com/coeurbridge

You do not always have to obtain an EIN when you start a business, but you may be required to get one, or there may be reasons you want one.

Snail Mail Fillable PDF: https://www.irs.gov/pub/irs-pdf/fss4.pdf 

Applying online: https://www.irs.gov/businesses/small-businesses-self-employed/get-an-employer-identification-number

Do you need an EIN: https://www.irs.gov/businesses/employer-identification-number#whoneedsanein Need help doing this for your business?

Find a local bookkeeper or use our service: https://calendly.com/coeurbridge

If you prefer to learn by video: https://youtu.be/dOxmvkiww1k

To start a business in Washington State, you will reserve your business name with the Secretary of State. For those of you starting a business in another state, Google your Secretary of State site. Likely, the process will be similar. Otherwise, contact us or another bookkeeping or CPA company to help you!

If you need assistance, book time here: calendly.com/coeurbridge

Video of this podcast episode: https://youtu.be/g68xkyNmAS0

As a business, you will either be paying taxes personally as a sole proprietor or personal pass-through income to your personal income tax as an LLC. These are the more common forms of business where you must consider how to estimate and make your individual tax payments throughout the year. This video guides you through the process of considering how to calculate these payments and making the payments. 

Need to speak to a bookkeeper? https://www.calendly.com/coeurbridge

Want to see the video instead? https://youtu.be/5oZWqQCqFmg

When starting a business, which legal form of business should you choose? You can always change this choice, so listen today and use this as a jumping-off point for making this initial decision about your own business. This is not legal advice; for that, you would need to consult a lawyer or speak with insurance providers. However, you will have a good place to start!

Do you learn better on video? https://youtu.be/nNkfg2SeSK0

Cash Flow Forecast Download: https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

Business Plan Template Download: https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

Need bookkeeping help with starting your business? calendly.com/coeurbridge

Any business needs to consider marketing, contracting, tools, and operations in building a company. This is an overview of these areas, which will dive into each of the separate categories in much more detail.

Downloads:
https://coeurbridge.com/wp-content/uploads/2025/09/Sample-Cash-Flow-Forecast.xlsx

https://coeurbridge.com/wp-content/uploads/2025/09/SCORE-Startup-Business-Plan-Template.docx

https://coeurbridge.com/wp-content/uploads/2025/09/ToolsAssessment.xlsx

Here is a way of thinking about free cash flow. Not the only way to think about it, but what would happen if the worst-case scenario happens and revenue is severely curtailed? Find out on this episode!

If you prefer video, here is the youtube video of the same content: https://youtu.be/PbG43B-Mfuw

In my bookkeeping business, Coeurbridge, we have encountered issues with conflicting tax flows when paying sales tax for clients. The reason for this is that sales tax is collected on invoices and deposited into your regular operating expense checking account. However, if you do not transfer it into a separate sales tax agency payable checking account, you risk spending money that is not yours.

Want to talk to us about assisting your small business with bookkeeping?
calendly.com/coeurbridge

Website: www.coeurbridge.com

Video of podcast: https://youtu.be/0Md_eRitxqM

Many small businesses believe they can avoid paying payroll taxes by hiring people as contractors. You might want to rethink that strategy. This video provides an explanation of the IRS guidance on this important topic.

Do you need bookkeeping help? Book time with us to discuss for free! https://calendly.com/coeurbridge

Learn about Coeurbridge: www.coeurbridge.com

IRS Guidance: https://www.irs.gov/businesses/small-businesses-self-employed/independent-contractor-self-employed-or-employee

IRS Behavioral: https://www.irs.gov/businesses/small-businesses-self-employed/behavioral-control

IRS Financial: https://www.irs.gov/businesses/small-businesses-self-employed/financial-control

IRS Relationship: https://www.irs.gov/businesses/small-businesses-self-employed/type-of-relationship

Many entrepreneurs fail because of cash flow issues. In this episode, I go through a common mistake that business owners make when it comes to sales tax - listen to find out how to solve it!

If you need bookkeeping support, contact Coeurbridge at this link: https://calendly.com/coeurbridge

Hi everyone, in this episode, we discuss the final step in best practices regarding 1099s and how to file them. Depending on your software, you may have to fill these out manually or use a service like Tax1099.com, or you can file them electronically through your accounting software. If you want to take a Best Practices 1099 course with our training partner, Springboard, go to courses.springboard-learning.com and sign up for the 1099 Best Practices course. Use code 1099HALF at checkout to enjoy a 50% discount on the course. Also, if you are a small business owner in need of help establishing this 1099 best practice process, or you need someone to enact this process, contact us at Info@coeurbridge.com. Enjoy the episode! Knowing the best practice for handling this process efficiently and effectively can put your mind at ease!

In this episode, we discuss the second best practices step in handling 1099's as a small business. Here, we discuss updating vendor records and how they map appropriately to 1099 reporting. Also, our partners at Springboard have a 1099 best practices class that you can take for 50% off if you go to courses.springboard-learning.com and use the code 1099HALF on checkout. Also, if you are a small business and want help with 1099's, Coeurbridge can help - contact them at Info@coeurbridge.com. ENjoy the episode!

As part of a series on best practices and 1099's - check out this episode that talks about the first step of the process and the best practice method to follow. Included also is a 50% off coupon for a 1099 Best Practices course with our friends at Springboard. Go to courses.springboard-learning.com and use the discount code 1099HALF upon checkout. Also, if you need bookkeeping help, contact info@coeurbridge.com to discuss how we can help!

Small businesses and entrepreneurs may not know which financial professional can help. Use this podcast to help you start to assess who can help you!

In this production we will examine why profit does not equal cash. We will focus on timing issues that can occur throughout the income statement. It may be surprising that profit does not equal cash, but it is an important idea to get clear in your mind as you examine profit and loss statements if you want to become an entrepreneur through buying an existing business.

In this production we will examine, in much more detail, what you can learn from the public information contained in the 10-k that a publicly traded company publishes to the Securities and Exchange Commission. If you are wanting to start a business or educate yourself as an employee or investor in a company, then the 10-k is a great source of information.

In this production we are going to explore how to start analyzing a company’s financial information. We will be specifically exploring where you can find sources of information that help you analyze financial information so that you can invest or start a business with confidence. In future episodes, we will take an even deeper dive into specific analysis of this information you can get from these sources.