Business Start-up Support
Designed for small business owners starting a new venture, or for those who need a fresh restart!
As a small business, we understand what it takes to succeed—which is why we love helping new business owners get a head start and helping existing business owners who need a fresh restart. We serve as your dedicated advisor, offering the guidance and deeper financial insight needed to ensure business stability, growth and long-term success.
New Business Start-up Package
We help you determine the best type of legal structure for your business, register your business, obtain federal and state tax ID numbers, apply for licenses and permits, open a business bank account, and provide budget and financial planning.
In addition, we take care of the following for you…
Bookkeeping and payroll
We’ll handle the books, including managing transaction classification and expense tracking, while also integrating payroll.
Monthly financial reports
We’ll send you monthly reports in the Management Report section of QuickBooks® Online.
Bill paying and invoicing
We’ll take over daily bill payment and invoicing tasks, as well as monitor and manage your cash flow to keep your business financially healthy.
Business tax planning and preparation
We’ll plan, prepare and file your tax returns so you can rest assured that you’ll always be compliant.
Reporting and advice
We’ll provide deep insight into your numbers and key performance indicators throughout the year, helping you make smart, informed business decisions.
Provide invaluable insights and expertise
We’ll help you uncover new opportunities and set goals for your business as it grows and becomes profitable. We’ll also help you identify pain points and strategize on how to minimize them.