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


Financial Set-up

  • Set-up chart of accounts

  • Using QuickBooks Online, establish electronic company file, customer files, vendor files, and employee files

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


Accounting Services

  • Track income and disbursement transactions

  • Manage vendors and customer files
  • Manage employee files and process payroll
  • Perform monthly reconciliations

  • Generate financial statements and ad hoc reports

  • Records Management

  • End-of-the-Year Closing Procedures

  • Issue annual documents (including 1099, business license renew, tangible property, etc.)

  • Prepare business tax return preparation


Other Financial-related Services

  • Budget development

  • Cash forecasting

  • Annual Filings 

  • Executive "financial" Coaching

  • Independent audit, audit-preparation or audit liaison

  • SWAM partnerships

  • Financial policy and procedure, handbook, desk procedures development


Phone : (804) 823-7942


9011 Arboretum Pkwy - Suite #170,

North Chesterfield, VA 23236