Close
Back

Client Login

- Business Clients
- Individual Clients


Forgot Your Password? Please try logging in with the last password you remember first. (If that fails, you'll be able to reset your password on the next page.)

QuickBooks Online

Accounts Payable


Video Meeting

Join a scheduled video meeting with our staff.
Join Meeting

Liscio

In The Loop Magazine

Close
Send Request

Focused on YOU!

Business Foundation Services

If you are a new business owner or if you are starting a second business, we can provide the expertise and guidance that we know small businesses need in order to build a strong foundation for their future. Our firm can guide you through the process of entity selection, provide valuable tax planning advice, and help you set up your accounting systems to most easily operate your business.  Let our firm set you up for long-term success with a strong foundation to build and grow upon.

 

We'll ensure that you:

  • Are operating under the right business structure 
  • Have your accounting system properly set up so you can effectively manage your business
  • Learn proper record keeping guidelines to capture all income as well as expenses to minimize your taxes
  • Follow best practices to minimize the potential for an IRS Audit
Our Business Foundation Services include:  
Entity Selection
Sole Proprietorship, Partnership, S Corp, C Corp and LLC
Benefits of each
Recommended Entity Selection
Business Owner Education  
Separate Business and Personal accounts
Budgeting
Paying yourself
Recordkeeping
Employees vs. Contractors
Using your vehicle for personal use
Retirement Planning  
Retirement plan options
Plan selection and setup
Accounting Software System Setup & Training  
Accounting system (QBO)
Chart of accounts setup
Linking bank accounts and credit cards
Day to day use
Payroll (QBO)
Proper setup
Running your payroll
Advice on Receivables & Point of sale systems
Advice on Business/Practice Management systems
Receipts & Invoices
Paying Bills

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

read more

Our Specialties

  • Automotive Repair

    Survival in the automotive repair business takes technical expertise, customer service savvy and specialized knowledge of financial operations. Our firm has worked with many auto repair shops to help them maximize cash flow ...

    read more
  • Contractors

    We are dedicated to helping you achieve success within your construction business. With extensive experience providing full-service accounting to the construction industry, we are intimately familiar with your day-to-day operations ...

    read more
  • Farmers

    We are dedicated to helping you achieve success. With extensive experience providing full-service tax and accounting to the agriculture/farming industry...

    read more
  • Manufacturing

    We understand that manufacturing businesses are unique—having to deal with complex inventories, volumes of forms, and always seeking ways to operate more efficiently within various markets ...

    read more
  • Professional Service Providers

    We are committed to helping professional service providers build successful enterprises. Our skilled team of financial experts have years of experience in providing accounting...

    read more

Latest from Our Blog