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 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: | |
| Entity Selection Sole Proprietorship, Partnership, S Corp, C Corp and LLC Benefits of each Recommended Entity Selection |
✓ |
| Business Owner Education | |
| Separate Business and Personal accounts | ✓ |
| Budgeting | ✓ |
| Paying yourself | ✓ |
| Recordkeeping | ✓ |
| Employees vs. Contractors | ✓ |
| Using your vehicle for personal use | ✓ |
| Retirement Planning | |
| 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 |
✓ |
| Payroll (QBO) Proper setup Running your payroll |
✓ |
| Advice on Receivables & Point of sale systems | ✓ |
| Advice on Business/Practice Management systems | ✓ |
| Receipts & Invoices | ✓ |
| Paying Bills | ✓ |
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.
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Client CommunicationsLiscio
Online Accounting QuickBooks Online 
Desktop Accounting QuickBooks Desktop 
NetClient CSDocument Exchange
Accounts Payable Bill.com 
Video Conferencing Zoom
