Interested in becoming a new client? How does it work?

Learn more

Business Start-up

Turn stress into successwith the new Business Start-up package

Business start-up

Female business professionals having a discussion at a conference room table.

Designed for small business owners starting a new venture, or for those who need a fresh restart!

As a small business, we understand what it takes to succeed—which is why we love helping new business owners get a head start and helping existing business owners who need a fresh restart. We serve as your dedicated advisor, offering the guidance and deeper financial insight needed to ensure business stability, growth and long-term success.

New Business Start-up package

We help you determine the best type of legal structure for your business, register your business, obtain federal and state tax ID numbers, apply for licenses and permits, open a business bank account, and provide budget and financial planning.

In addition, we take care of the following for you…

  • Bookkeeping and payroll—We’ll handle the books, including managing transaction classification and expense tracking, while also integrating payroll.
  • Monthly financial reports—We’ll send you monthly reports in the Management Report section of QuickBooks® Online.
  • Bill paying and invoicing—We’ll take over daily bill payment and invoicing tasks, as well as monitor and manage your cash flow to keep your business financially healthy.
  • Business tax planning and preparation—We’ll plan, prepare and file your tax returns so you can rest assured that you’ll always be compliant.
  • Reporting and advice—We’ll provide deep insight into your numbers and key performance indicators throughout the year, helping you make smart, informed business decisions.
  • Provide invaluable insights and expertise—We’ll help you uncover new opportunities and set goals for your business as it grows and becomes profitable. We’ll also help you identify pain points and strategize on how to minimize them.