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