Tax & Business Services
Point of Arrival Life Stage
With 5 years of operation behind you, your business has made it to the "Point of Arrival" life stage. You have established yourself in the industry, and now it is time to turn your sights to improving your business plan and operations. Characteristics of this business life stage include:
To further enhance the expansion and operation of your "Point of Arrival" business, the H&R Block small business experts recommend the following business consulting services.
In addition to the accounting, tax preparation and financial planning services listed above, the following business consulting services are worth considering to further grow your business and improve its operation:
With 5 years of operation behind you, your business has made it to the "Point of Arrival" life stage. You have established yourself in the industry, and now it is time to turn your sights to improving your business plan and operations. Characteristics of this business life stage include:
- Experience of positive business trends
- Expansion through hiring of employees
- Shift from day-to-day focus to a monthly or quarterly focus
- Business planning needs are growing
To further enhance the expansion and operation of your "Point of Arrival" business, the H&R Block small business experts recommend the following business consulting services.
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
Accounting & Reporting
- Monthly, quarterly and annual reporting options
- Balance sheet & income statement preparation
- General ledger, reconciliation and journal entry reporting
- Cash flow analysis for more effective financial planning
- 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
Payroll
- Federal, state and local payroll tax processing and submission
- Wage and withholding calculation
- Electronic new hire reporting
- Direct deposit for up to 2 accounts per employee
- Time off tracking and reporting
- Employee access to online check stubs and W2s
- Low monthly price
Tax & Financial Planning
- Business and personal tax and financial planning with a financial advisor
- Retirement savings and wealth accumulation planning
- Investment strategy and allocation
- Education savings and investment strategy
- Insurance and health care planning
In addition to the accounting, tax preparation and financial planning services listed above, the following business consulting services are worth considering to further grow your business and improve its operation:
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