Step 5: Set up payroll, accounts payable, accounts receivable, and all your financial systems and processes. We help you choose the right tools and software that fit your budget and your business. In addition to making sure you have the best tools for your business, we help you set up robust internal controls to safeguard your assets from theft. These internal controls also free you up to run your company. We do your bookkeeping so you can do what you do best.
Step 6: Calendar all of your financial deadlines. Between paying vendor invoices, payment policies for your accounts receivable, paying taxes on time, paying rent and other utilities, payroll, and other financial obligations, knowing when everything needs to be done can get very confusing very quickly. Our team makes sure every deadline is accurately set on your company’s financial calendar and we do all the work to make sure everything gets done accurately and on time. Every time.
Step 7: Advise you on insurance policies and any retirement or profit-sharing plans. From business liability insurance to health insurance plans, your business will need several policies. We help you navigate the insurance market and make sure you get the right policies for you and your company. Also, we help you choose and set up company-wide retirement or profit-sharing plans.