Do You Have ALL Business Financial Information Organized & In Order?
Naturally we would all like to believe we know where everything is and within a few minutes we can put our finger right on what we are looking for!
Before you can develop a financial success in your business and your life you must have some order and organization to all things financial!
The countless hours we waste every day, week and month trying to remember if we have this or did that and do we have everything organized in our business finances so that we can create the financial success we desire in our entire life?
What we provide:
- Review your business structure and critical financial data...
- Review your business financial information to begin the organizing process...
- Review your need for important business documents you may not have...
- Review your need for identifying important financial information for your business...
- Organize all important financial information...
- Review your business organization and ownership issues...
- Assist you to gather and organize important key documents and facts...
- Assist you to prepare the basic documents you should have for your business...
- Research any special issues that you may have...
- Assist you in the step-by-step process to complete these critical documents...
Here’s How It Works:
Your $597 Processing Fee begins the process to organize and assist you in setting up the key documents for your business to protect you in the event of a major accident or tragic life event. You will have the most basic essential documents necessary to protect you and your business!
- Durable Power of Attorney for business...
- Durable Power of Attorney for personal...
- Health Care Directive in event of life threatening illness or injury...
- Modification of Business Documents if necessary for special appointments...
- Organize critical data for your Living Will...
- Organize all business and personal tax returns for prior years...
- Organize all business and personal IRS transcripts for prior years...
- Organize all business financial records (annual P&L, Balance Sheet, Stock Certificates)...
- Organize all local, county, state and federal filing and annual reporting requirements...
- Create calendar of all filing and reporting requirements with all government agencies...
- Financial Records Leather Binder to organize all major financial records with critical dates identified...
- Set up Auto-Reminders to email you when dates are approaching for any reporting obligations...
Click The Button Below to Get Started Today!
James Harnsberger - Enrolled Agent
Disclaimer: While every effort has been made to ensure the accuracy of this site, we cannot guarantee any eventual financial gain. Future pricing & offerings is subject to change without notice.