What We Do
Business Strategy
o Market Research / Competitive Analysis
o Business Plan Development Creation and Revision
o Vision Exercise
o Assessment of Business Location(s)
o Financial Modeling
o Business Acquisition
o Business Divesture
o Succession Planning
o Exit Strategy
Finance
o Advisement of Bank Account Setup and Establishment
o Financial Modeling
o Business Funding and Capital Raise
o Setup QuickBooks Online (with ProAdvisor discount on subscription fees)
o Advise on Tailored Best Practices for Accounting Processes and Functions
o Provide Quick Books Online and Accounting Helpdesk Support
o Reconcile Accounts
o Review Financial Statements
o Provide Regular Reporting on Business Analytics and KPI Tracking
o Advise on Cash Flow Forecasting
o Provide Contract Controller/Full Charge Bookkeeping Services as Needed
o Reduced Pricing on Quick Books Online Subscription
Marketing
o Vetting of Business Name/Available Domain Names & Social Media Handles
o Target Demographics Research
o Registration and Trademark of Business Name and Tagline
o Store Design and Modeling Assistance
o Website
o Supply Chain
o Pricing Strategy
o Affinity, Loyalty and Retention Programs
o Public Relations Strategy
o Social Media Strategy / Ad Placement & Reporting
o Advertising Strategy
o Press Releases / Blog / Articles
o Company Presentations and Videos
Training
o Assistance with Development of Training Aligned with Vision
Human Resources
o Job Descriptions / Online Applications
o Staffing and Hiring Assistance
o Policies and Procedures / Online Handbook
Customer Service
o Suggestive Selling
o Soft Skills Training
o Follow-up Customer Care Training
o Customer Retention Training
Leadership
o Assist with Performance Reviews and Planning
o Maintain Payroll Processing Including Time Tracking, PTO, and Benefit Deductions, as Needed
o Ensure Payroll Tax Returns and Payments are Made On Time and Accurately
Governmental Regulations
o Registering/Renewing with Secretary of State for Entity Filings
o Registering for EIN for New Business
o Registering with Tax Commission for Tax Accounts (Sales/Withholding/Etc.) as Needed
o Registering with Employment Security Commission for Unemployment Insurance
o File and Pay Sales Tax Returns as Needed
Taxes
o Business Structure (LLC, Corp)
o Filing Business Tax Returns as Needed