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START-UP/FIX-UPS

This service is designed for the new or recently started business that wants to prepare for growth. It will help you to set up a financial structure that works for you right from the beginning or, for those of you already in business, it will help you get control of your business and set you up for profitability.

START-UP/FIX-UPS: Package includes:

1. Bookkeeping Setup

Take the hassle out of getting your books set up – with my personal support and instruction. Do it right the first time, or get it back under control, and your life will be so much easier (and more profitable.) Take the guesswork out of your record keeping process.

2. The Financial Guidance Bundle>

Every new business needs the right advice to get started the right way and that is exactly what you will get!

Guidance includes help with:

Corporate setup and its effect on your initial and ongoing tax strategy Payroll: In-house or outsourced? Tax filings and withholding instructions Employment practice guidance

3. 1099 Issuance

Did you know that the IRS requires you issue a Form 1099 to every non-employee worker to whom you pay over $600 and then properly file that information with the IRS? Failure to handle this properly can create serious issues. I will teach you to do this correctly and will even do it for you for the first year – as part of this package.

4. Start-up Initial Marketing Plan

Smart business owners know that the money is made with their marketing. And when you combine that with solid financial practices that are set up and implemented as discussed in Items 1-3 above, you are on the road to a successful and profitable business. You will receive help developing a simple and actionable marketing and business-building plan to make your business stand out from the crowd and attract customers.

I offer two different consulting packages for business owners to choose from. They are differentiated based upon how much time you and I feel is required to maximize the profit our ongoing relationship can generate for you and your company. No matter which level you choose, these packages are for small business owners looking to make more money: the real reason you are in business.

You need a cpa who actually understands what you do!

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Need a CPA who actually understands what you do?

Schedule your consultation