Consultation & Training

Consultation and Training

Confidential, individual consultations are available to provide clients with a wide range of support and services tailored to their specific personal abilities and particular business needs

• Develop initial bookkeeping strategies
• Paperwork & work flow organization
• Training & setup for QuickBooks
• Arranging personal financial systems file setups, bill paying systems, year-end organization, pretax preparation
• Review HR requirements
• Review Corporate requirements for filings and permits