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Business Start-up Consultation

  • Guide decision regarding entity structure, 12-month operating cycle, and accounting software

  • Assist with acquiring tax identification number, business license, post office box, and other business critical accounts

  • Assist with state and local applications and bank account set-up


Accounting System Set-up

  • Set-up accounting system using QuickBooks Online

  • Set-up chart of accounts and custom fields for reader friendly financial reports

  • Evaluate and assess existing resources/obligations in order to build the balance sheet

  • Import historical transactions for comparability


Accounting Services

  • Bill Your Customers:  Track accounts receivable and income transactions

  • Pay Your Bills:  Track accounts payable and disbursement transactions
  • Set-up and process payroll
  • Perform monthly bank account reconciliations

  • Generate financial statements and ad hoc reports

  • Records Management:  Maintain your financial records for audit purposes


Other Financial-related Services

  • Budget development

  • Annual Filings (including 1099, business license renewal, tangible property, etc.)

  • Executive "Financial" Coaching/Training

  • Audit Liaison

  • Financial policy and procedure, handbook, desk procedures development
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