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.
If you provide goods or a service to customers, what sets you apart from the competition? How consumers perceive an organization’s value is the driving force behind profitable companies. Understanding value can help your business redefine its cost structure to create higher profit margins.
Tax season creates additional stress on top of trying to run your business and keeping it afloat. Outsourced accounting services are always the best option for a small business as it allows experts to handle this maze of tax laws without you having to pay a full-time tax accountant.
There are many benefits to outsourcing the accounting processes for your business. From being able to spend more time on the goals of your company, to averting costly mistakes, having a team of experts on your side helps your business grow. They can also help reduce instances of fraud.