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.
There’s no better time to talk about goals than the start of a new year. And what better topic than your career? The following are a few tips to help you set reasonable and achievable goals this year:
This is a friendly reminder that the Q1 tax estimate payment deadline is coming up fast. Be sure to make your payment by January 15th, 2020 to avoid penalties. Currently, penalties for late or no payment average about 4 percent. And wouldn’t you rather keep that money in your pocket?
Staying current on your estimated payments is good business practice. If you...
The New Year is the best time to take stock of your finances. So, as you begin the season of self-reflection and goal-making, take the time to review your spending and start making plans for a financially healthy 2020! Here are a few tips to get you started: