A PDF listing the top 20 most requested small business services is available for download below.

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

Tony Novak 20 most requested business service checklist