Advisory Services

Setup

Looking for a better way to track your income and revenue? Let us switch you to Quickbooks Online. We will visit with you about your current processes, determine the needs of your specific business, and build your platform to give you the information you need to grow your business and focus on what you love.

Cleanup

Have you been using Quickbooks for awhile, but it isn't doing what you want or need? We can assess your needs, see which aspects you may not be utilizing, improve your processes and simplify the structure so that Quickbooks is providing you with what you need to succeed.

Determine which business type is best for your business.

Business Types Explained

We can help you in obtaining everything you need to get your business started including filing for a Federal Tax ID Number (EIN), registering a unique name for your business, obtaining the required city licenses or special permits. If you are going to have employees, we can get you started by setting up Federal withholding, Social Security & Medicare withholding, State Withholding and Unemployment Insurance, and Worker's Compensation Insurance.

What can I deduct?

We can help you and your business track the deductions needed to lower your taxes with this list of possible deductions:

Deductions

What should I be withholding, and do I need to pay in estimated taxes?

We can look at your projected taxes and determine if you need to adjust your withholding, or determine the amount you should be paying in quarterly estimated taxes.

IRS withholding calculator