Elevate your business!

Bookkeeping

Includes building a financial portfolio by creating and analyzing financial reports and ensure legal requirements compliance, process accounts payable and receivable and manage invoices, create financial tracking reports and tax payments.

Basic Business Plan

An executive summary, company overview, mission and vision statement, company objectives, startup summary, analysis of three competitors, analysis of four geographic areas, industry analysis, market analysis, marketing strategy, target market segmentation, target market strategy, product summary, sales strategy, sales forecast, pricing analysis, management summary, personnel plan, financials.

Financial Portfolio

Includes Cash Flow Chart, Profit and Loss Statement, Income Statement, Invoicing Inventory, Payroll, Sales Tax set up/Filing PPP Forgiveness processing and Much More!  

Basic Start up

Includes Sunbiz Incorporation, EIN Application, Assist with Business License or Permit application, Create a Duns and Bradstreet profile, Assist with website and Domain set up, Financial Tracking Set up, Sales Tax Application (if Applicable), Flyer and Business Card Design and Email!  

Loan-ready franchise plan package

Includes five hours of consulting and one plan revision. This package includes an executive summary, company overview, mission and vision statement, company objectives, startup summary, analysis of three competitors, analysis of four geographic areas, industry analysis, market analysis, marketing strategy, target market segmentation, target market strategy, product summary, sales strategy, sales forecast, pricing analysis, management summary, personnel plan, financials, five-year projection, two revenue streams, return on investment analysis (ROE, ROA, IRR), five-year net present value forecasting, equity and debt analysis, three year historical financial analysis.

Risk Management

Includes assessing and identifying problems within your organization capital earnings. Creating a platform to periodically do self audits.

Payroll Integration

Includes integrating all of your payroll needs making the processes easy, accessible and manageable. Quarterly and Year end Payroll tax filing. (Ex 940, 941) Unemployment Tax set up and processing. (ex. UTC-6 and New Hire reporting)

Human Resource Management

 

Advising management on the administration of human resources policies and procedures, serving as internal consultants by analyzing a company’s current HR programs and recommending solutions. Developing, revising, and implementing HR policies and procedures. Ensuring HR programs and services are in compliance with established policies and procedures and state/federal laws and regulations. Preparing and maintaining reports related to specific HR projects. Assisting with the development and coordination of recommended changes regarding workflow. Developing methods for compiling and analyzing data for reports and special projects. Conducting audits of HR activities to ensure compliance. OSHA Compliance set up and audit, Presenting training sessions related to specific employment laws: Sexual Harassment, Workplace Violence, Unemployment documentation, Worker’s Compensation, etc.