Business Services

New business formation

The entity you pick, LLC, S-corporation, C-corporation or partnership, shapes your taxes, your paperwork and your liability for as long as the business exists. Worth getting right at the start, because changing it later is possible but seldom free.

Formation work covers the entity decision, the federal and state registrations, the accounting setup, and payroll registrations if you'll have employees.

Bookkeeping and QuickBooks

Monthly or quarterly bookkeeping, or oversight of what your own staff is doing. Either way the goal is the same: statements you can trust when a decision has to be made or a bank asks for something.

QuickBooks Desktop and Online, covering setup, chart of accounts, training your people, and periodic review to catch what quietly drifts out of balance.

• Monthly and quarterly bookkeeping
• QuickBooks setup and chart of accounts
• Staff training on QuickBooks Online
• Review and cleanup of existing books

Payroll and cash flow

Payroll processing, tax deposits, quarterly filings, and year-end W-2s and 1099s. These are the deadlines that carry penalties when they slip.

Cash flow is the other half: knowing what's coming in and going out over the next few months so payroll and taxes are funded before they're due.

Financing and valuations

Banks want statements in a particular shape, with projections that survive questioning. Putting that package together, and being reachable when the lender follows up, tends to move a loan along.

Valuations get prepared for sales and purchases, buy-sell agreements, partner buyouts, estate and gift filings, and divorce.

Non-profit organizations

Bookkeeping, Form 990 filings, reporting a board can read, and the record-keeping that keeps an exempt organization in good standing.