Useful reports and insights
Clear insights from people you trust to interpret your business data in a way that makes sense to you.
Support when you need it
Advice from real people who know your business and care about the details like you do.
A partner for the duration
From start-up to succession planning, our team will be there to help you make the decisions that matter.
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:|
Sole Proprietorship, Partnership, S Corp, C Corp and LLC
Benefits of each
Recommended Entity Selection
|Business Owner Education|
|Separate Business and Personal accounts||✓|
|Employees vs. Contractors||✓|
|Using your vehicle for personal use||✓|
|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
Running your payroll
|Advice on Receivables & Point of sale systems||✓|
|Advice on Business/Practice Management systems||✓|
|Receipts & Invoices||✓|
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.
Do online reviews help or hurt a business? Depending on the type of review, of course, it could go either way.
If you are aware of the most common financial issues optometry practices face, you can plan ahead.
There are certain pitfalls every optometry practice owner should be aware of before they open their own business so they can make decisions to avoid them. A designated optometry accounting firm or program can help practitioners meet their business goals and avoid some of the most common pitfalls.