Download the New Client Organizer below and then contact us for instructions on how to return it.

new_client_organizer.pdf | |
File Size: | 1329 kb |
File Type: |
Download the files below to better understand the small business language including the different types of entities, explanation of financial statements, understanding business measurements and knowing what to do with all the documentation your business creates.
BUSINESS ENTITY GUIDE

selecting_business_entity_type_guide.pdf | |
File Size: | 3358 kb |
File Type: |
FINANCIAL STATEMENT SERVICES

financial_statement_services.pdf | |
File Size: | 686 kb |
File Type: |
QUARTERLY PULSE CHECKUP

quarterly_pulse_check.pdf | |
File Size: | 864 kb |
File Type: |
SMALL BUSINESS CHECKUP

small_business_recordkeeping.pdf | |
File Size: | 1048 kb |
File Type: |