If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order to build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business. Let our firm set you up for long-term success with a strong foundation to build and grow upon.
We'll ensure that you:
| 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 | ✓ |
| Accounting 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 on Receivables & Point of sale systems | ✓ |
| Advice on Business/Practice Management systems | ✓ |
| Receipts & Invoices | ✓ |
| Paying Bills | ✓ |
We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
If April 15 always seems to sneak up on you, get out in front of this year’s tax deadline and file early. Here are a few top reasons why you should…
The new budget bill passed by Congress on December 20, 2019 impacted both retirement and college savings plans. While many are still waiting for further guidance from the IRS on several details of the bill, we compiled a short list of the major changes that may affect you.
It’s that time of year when everyone can agree on one thing: Paying taxes is a drag. As we progress into a new tax season, follow these tips to help avoid a heavy tax burden this year:
