First Steps - Getting Started
First Steps – Getting Started2018-02-13T19:06:09+00:00

If you are starting a new business we can assist you with your entity selection and initial setup considerations. We are available to answer questions concerning your accounting, payroll and tax reporting requirements. We offer a full range of accounting software services, including QuickBooks, Sage/Peachtree and Xero software.

New Business Setup and Entity Selection

  • Entity Selection Analysis, Review and consultation
    • Incorporation or Organization (All States)
    • Corporations—All States Incorporation; EIN
    • S Corporations—All States Incorporation; EIN; Form 2553
    • Limited Liability Companies—All States Organization; EIN; Entity Classification as Required
    • Partnerships
    • Self Employed Individuals—EIN
    • Not for Profits
    • Registered Agent Service
  • State, County and Local Licensing Applications
  • Accounting and Bookkeeping Services
  • Payroll Services
  • Sales Tax Services
  • Tax Return Planning and Preparation
  • Business Advisory Services
    • Your Coaching Program
  • Personal Financial Management
  • Financial Planning
  • Dedicated Online Portal and Secure Communication
  • New Business Setup & Entity Selection FAQs
  • Contact Us

Quickbooks Services

  • Installation and Initial Business Setup
  • Maintenance, Training & Support
  • Software Location Options—Local—Remote—QuickBooks Online (QBO)—Hosted
  • Setup Standard/Customized Chart of Accounts
  • Setup Accounts Receivable
  • Setup Accounts Payable
  • Setup Inventory
  • Setup Payroll Including Employees and Contractors
  • Customized Preferences
  • Order QuickBooks Online with Our Discount (See Order Form)
  • QuickBooks FAQs
  • Contact Us