Download the New Client Organizer below and then contact us for instructions on how to return it.
| new_client_organizer.pdf |
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 |
FINANCIAL STATEMENT SERVICES
| financial_statement_services.pdf |
QUARTERLY PULSE CHECKUP
| quarterly_pulse_check.pdf |
SMALL BUSINESS CHECKUP
| small_business_recordkeeping.pdf |