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Resources – Crabtree & Associates

Helpful Tools and Information for Your Business or Non-Profit
At Crabtree & Associates, we’re committed to supporting small businesses and non-profits in Cornelius, NC and beyond with reliable, accessible guidance.

This Resources page is your starting point for helpful links, tools, and tips. We’re building this section to better serve you, so check back often for new updates.

Quick Links

IRS Resources

IRS Small Business and Self-Employed Tax Center Stay informed on tax responsibilities, deadlines, and forms.

QuickBooks Support

QuickBooks Help & Support Find tutorials, troubleshooting, and tips for managing your bookkeeping.

Financial Tools, Tips, and Checklists

Simple, reliable resources to keep you organized and on track

Onboarding Checklist

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Tax preparation checklists

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Business Startup Checklist

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Monthly Bookkeeping Checklist

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Grant Readiness Checklist

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Hiring Your Kids Free Mini Guide

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FAQ

Yes. Nonprofit accounting is a core specialty, from bookkeeping and grant tracking to board reporting and audit preparation.

Yes. We guide you through formation, EIN applications, IRS Form 1023 / 1023-EZ, bylaws, board governance, and setting up your financial systems from day one.

Yes. We set up QuickBooks Online for both small businesses and nonprofits, and can clean up or reorganize an existing file.

Yes. We help organize your records and documentation ahead of time so your audit goes smoothly.

Yes. All services are delivered remotely, and we also offer local, in-person support in Cornelius, NC and surrounding areas.

Need Immediate Help?

If you have questions or need personalized support, please reach out. We’re here to help you stay organized, compliant, and ready to grow.
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