Business foundation services

We'll ensure that you:

  • Are operating under the right business structure
  • Have your accounting system properly set up so you can effectively manage your business
  • Learn proper record keeping guidelines to capture all income as well as expenses to minimize your taxes
  • Follow best practices to minimize the potential for an IRS Audit

Our business foundation services include:

  • Entity Selection
  • Sole Proprietorship, Partnership, S Corp, C Corp and LLC
    • Benefits of each
    • Recommended Entity Selection
  • Business Owner Education
  • Separate Business and Personal accounts
  • Budgeting
  • Paying yourself
  • Recordkeeping
  • Employees vs. Contractors
  • Using your vehicle for personal use
  • Retirement Planning
  • Retirement plan options
  • Plan selection and setup
  • Software System Setup & Training
  • Accounting system (QBO)
    • Chart of accounts setup
    • Linking bank accounts and credit cards
    • Day to day use
  • Payroll (QBO)
    • Proper setup
    • Running your payroll
  • Advice
  • Receivables & Point of sale systems
  • Business/Practice Management systems
  • Receipts & Invoices
  • Paying Bills