SG Financial Services

Creating financial order out of paperwork chaos

New Business startup

The steps for Startup Service for new business:

  1. 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.
  2. Set up any state and federal accounts your company needs (EIN, sales tax, payroll tax accounts, charity registration, etc.)
  3. Set up a filing system.
  4. Establish and document basic financial procedures for bill paying, invoicing clients and receiving payments, bank reconciliations, payroll, financial management.
  5. Train personnel on the procedures.

Contact me to discuss your needs.