Get $100 when you sign up for a new Relay account and fund it with at least $100! To learn more, go to [ Ссылка ]

Filling out a W-9 form can feel overwhelming, especially if you’re a new business owner.

In this video, Hannah walks you through everything you need to know about the W-9 form: what it is, why you need it, and how to fill it out correctly.

Whether you’re completing a W-9 for a client, a mortgage company, or another purpose, this step-by-step guide will help you navigate the process with ease.

In this video, you will find:
0:00 Intro
0:25 Who Might Need a W-9
2:47 What Is a W-9 and Why Is It Needed?
3:44 Common Situations Requiring a W-9
6:24 Filling Out the W-9 Form: Step-by-Step Guide
9:00 Tips for Accuracy & Security
10:54 Certification and Final Steps

To learn more about CFO services for B2B services providers making over $1M in annual revenue, go to: [ Ссылка ]

💲 Need an accounting system? We use Quickbooks Online with clients and recommend it as the best accounting system for small businesses. Sign up to get a discounted subscription for 12 months! [ Ссылка ]

🙋‍♀‍Got Employees? Talk to ADP! They can help you if you are a small business owner or an accountant or advisor who works with small businesses. Learn more here: [ Ссылка ]

💸Pay vendors any way they want and get paid faster! Accept credit cards without paying merchant fees! Melio is a fantastic payments solution for every small business! [ Ссылка ]

(As an affiliate or referral partner for these companies, I may earn rewards from qualifying purchases)

Hannah Smolinski is a #CPA and the Founder of Clara CFO Group. Find out more about Clara CFO Group at [ Ссылка ]

Important disclosures:
Relay is a financial technology company, not a bank. Banking services and FDIC insurance are provided through Thread Bank, Member FDIC. The Relay Visa® Debit Card is issued by Thread Bank pursuant to a license from Visa U.S.A. Inc. and may be used everywhere Visa® debit cards are accepted.

*The interest rates and annual percentage yield on your account are accurate as of 05/16/23 and are variable and subject to change based on the target range of the Federal Funds rate. APY will vary between 1-3% depending on the balances held. Earn 1% APY on savings balances of less than $50,000, 1.5% APY on savings between $50,000 and $250,000, 2% APY on savings balances between $250,000 and $1,000,000 and 3% APY on savings balances of more than $1,000,000. There are no minimum balances or minimum deposits required to earn interest on your account.

Disclaimer: This video is intended for educational purposes and should not be taken as legal or tax advice. You should consult with your financial professionals about your unique financial situation before acting on anything discussed in these videos. Clara CFO Group, LLC is providing educational content to help small business owners become more aware of certain issues and topics, but we cannot give blanket advice to a broad audience.

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