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Launch your business from a solid financial foundation.
At the Emerging level of your business lifecycle we empower your organization by establishing a strong foundation. Financial best practices are key to integrate into any size business. Our Startup Services include bookkeeping, helping during business creation, day to day financial management, software and technology recommendations/implementation, and strategic planning that drives business growth. We aim to create a lasting relationship with our clients, to the point of outgrowing our services.
If you’re just getting started, we help provide guidance on entity selection and capitalization options. We also prepare business licensing applications, which can include sales and use tax licensing, type of products sold, and where you sell your products.
When choosing the right tools for your business, software and technology is paramount to success. We provide guidance on the various options available, and help select software that will be effective in your organization. When implementing software that directly impacts financial information, we act as a liaison between you and the software company — ensuring accuracy of financial data output.
If you have employees, you need payroll. We help our clients navigate initial payroll setup by preparing registrations for Federal, State and Local taxing authorities. Each registration is dependent on where your employees will be working. We also act as the liaison for the payroll service, and can review and record payroll transactions prepared internally or by a third-party payroll provider.
When dealing with tens, hundreds, or even thousands of transactions, accurate data is critical to maximize your business growth. Our team helps you manage the daily flow of financial information, not only ensuring you’re keeping accurate and timely records but providing the opportunity to evolve your business to the next level.
Whether we’re managing your books ourselves or training your team to manage them, we match the right solution to your needs. We ensure you have the necessary knowledge, resources, and foundation to continue growing your business.
Growth begins with financial clarity. We’re here to simplify your finances and chart a path towards massive success.