New Business startup
The steps for Startup Service for new business:
- Let’s start with a meeting at no cost to you so that I can learn about your company, its members and structure and what the financial requirements are. I want to know about long term financial goals and your bookkeeping personnel goals.
- Set up any state and federal accounts your company needs (EIN, sales tax, payroll tax accounts, charity registration, etc.)
- Set up a filing system.
- Establish and document basic financial procedures for bill paying, invoicing clients and receiving payments, bank reconciliations, payroll, financial management.
- Train personnel on the procedures.
Contact me to discuss your needs.
