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 you’re starting a second business, then you know everything that’s involved with a business launch. However, there are a few business basics that every entrepreneur should revisit before diving into another enterprise. Consider these business basics and then put them into a well-thought-out business plan:
The 2019 small and midsized business (SMB) Cyberthreat Study from Keeper Security reported that nearly two out of three SMB owners do not feel threatened by or are not concerned about cyber attacks. Yet, in the previous year’s study, two out of three business owners reported falling victim to some level of data breach.
We can all get caught up in the day…meetings, calls, texts, emails and the myriad of other workday demands that pile up quickly and can create unwanted stress.
