Tax & Business Services

Launch Life Stage

Your business is up and running and less than a year old. The "Launch" life stage is a critical point in growing your business' success. The business plan procedures and practices you implement now can mean the success or failure of your business. Characteristics of a “Launch” business life stage include:
  • Full-time business status
  • No employees
  • Focus on day-to-day business needs
  • Growing need for business services and financial planning
 
Businesses in the “Launch” life stage should consider utilizing the following business consulting services to enhance their operation and help foster greater expansion and success:
 
Bookkeeping Services
  • General ledger management
  • Invoicing and accounts receivable tracking
  • Bill paying and accounts payable management
  • Employee earnings and payroll records
  • Bank account reconciliation
  • Computer accounting system consulting
 
Review & Reconciliation Services
  • Small business expert review of the business tax return that you prepared
  • Double Check Challenge review of past years' filed tax returns
  • Bookkeeping records reconciliation
  • Accounting records audit for accuracy and compliance with regulations
 
Accounting & Reporting
  • Monthly, quarterly and annual reporting options
  • Balance sheet & income statement preparation
  • General ledger, reconciliation and journal entry reporting
  • Cash flow analysis
  • Budget development and comparisons
 
Tax Preparation
  • Tax preparation for corporations, partnerships and sole proprietors including federal, state and local returns
  • Individual tax return preparation for business owners, including federal, state and local filing
  • Miscellaneous income reporting (1099 filing) for contracted labor
  • Sales tax filing and payment processing
  • Payroll tax filing and payment processing
  • Guidance and representation for federal, state and local tax audits
 
To further improve the operation of your business, we also recommend the following business consulting services:
 
Savings and Investment Plans
 
Accounting Software Support and Training

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