New Business Set-Up

Includes:

New entity formation tax strategizing.

Articles of Origination +
Operating Agreement Template

Completion and submission of all federal, state and local new business entity requirements.

QuickBooks Set-Up

Assisting in your selection of the appropriate product and the respective installation.

Building the company file:
• Users
• Chart of Accounts - Industry specific
• Quick Access Tool Bar

Training:
• 1 - one hour training
• 2 - thirty minute training*
*scheduled at conclusion of first & second session

Continuous Support:
I am always an email away.

More Coming Soon!

Tier One - Monthly

• Reconciliation of up to two bank accounts
• Reconciliation of one liability account
[credit card or secured debts]

• Accounts added as tax lines

• Financial Statements

Tier Two - Monthly

• Reconciliation of up to three bank accounts
• Reconciliation of two liability accounts
[credit card or secured debts]

• Accounts added as tax lines
• Asset acquisition management

• Financial Statements

• One hour of QuickBooks Training
[used within first three months]

Tier Three - Chief

• Reconciliation of up to three bank accounts
• Reconciliation of two liability accounts
[credit card or secured debts]

• Accounts added as tax lines
• Amortization tables on applicable liabilities
• Asset acquisition management

• Financial Statements + pattern analysis

• Two Hours of Quickbooks training
[used within first three months]

• Private assistance with financial institutions

On - Board Consultation

Under Construction