Business Foundation Services
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Business foundation services
Get the right guidance before you start your business. Looking to start your own enterprise? Or launching a second business? There’s a lot to it, and often, many items are overlooked.
Our Business Foundation Services package was designed with busy entrepreneurs in mind...as well as a desire to help you succeed! 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
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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
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Accounting system (QBO)
- Chart of accounts setup
- Linking bank accounts and credit cards
- Day to day use
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Payroll (QBO)
- Proper setup
- Running your payroll
Advice
- Receivables & point of sale systems
- Business / practice management systems
- Receipts & invoices
- Paying bills