To maximize the value you receive, it is important to first identify and prioritize among these general service categories. It might be useful to use this as a checklist. Pricing and Client Agreement are also online. Then contact us for a free initial consultation.
Services for business clients may include:
- business setup and licensing
- business relocation and registration
- accounting system setup
- screening and referral of service providers
- strategic and executive coaching
- income, sales and other tax filings
- documentation of business auto expenses and travel expenses
- tax saving strategies
- economic recovery grants
- bookkeeping and accounting services
- preparation of financial statements
- negotiation with a lender
- compliance with the Affordable Care Act
- 401(k) setup
- pension plan setup
- employee health plans
- employee benefit plans setup
- preparation of “after the fact” payroll for bookkeeping clients
- researching the best available providers and making introductions when you request a referral
- solicitation of competitive bids
- communicate and negotiate with third party service providers
- review of online security and backup systems
- review of a proposed business agreement with emphasis on cash flow and tax consequences
- discussion of health insurance requirements under the Affordable Care Act
- set up online bookkeeping and personal financial management tools
- introduction to a tax attorney and briefing the attorney on current issues
- interviewing bankers for the best fit for proposed financing
- obtaining expert advice and a third-party determination of “reasonable compensation” in a marital settlement case and for income tax planning purposes
- prepare financial statements
- tax planning strategies
- preparation of tax forecasts and “what it” scenarios
- explaining IRS notices and discussing response strategies
- assisted in setup of pension plans and small business retirement plans
- resolve problems in balancing a business checkbook
- preparation of local, state, and federal income tax returns
- payroll services
- “after-the-fact” payroll tax filings (including W2, 1099, 1095)
- analysis with buy vs. lease decisions
PDF – Tony Novak 20 most requested business service checklist