Business Foundation Services
Do you want to handle your finances on your own but don’t know where to begin? What about being ready to expand your business but feeling unsure of what the next step should be? Our services are just for you. With Simply Bookkeeping & Taxes we customize every consulting experience by looking into the specific needs of each company, as well as the goals you have for your business. Starting and running a business can be overwhelming. Our individualized consulting will assist business owners with anything from where to start, when to hire help, and even when and how to grow your business.
Our Services
The owner of a business shouldn’t have to do it alone. With our help, owners build a strong foundation through education and guidance in several key areas.
Accounting software conversion and implementation
- You can count on our team to ensure that your accounting software is optimized to support an efficient and streamlined workflow.
- Maintain separate accounts for your business and personal affairs.
- Planning budgets
- Paying yourself
- Proper Recordkeeping
- Employees vs. Contractors
Personal use of a company vehicle
Retirement Planning
- Retirement plan options
- Plan selection and set-up
Software system setup & training
- The accounting system (QBO)
- Chart of accounts setup
- Linking bank accounts and credit cards
- Day-to-day use
- Payroll
- Establishing a proper setup
- Show efficient and easy ways to use
Advising
- The accounting system (QBO)
- Chart of accounts setup
- Linking bank accounts and credit cards
- Day-to-day use