Training and Support

Our training and support team is here to help you manage all your back-office settings, train your team or develop or modify any customized reporting

These services can be purchased ad hoc or at a monthly flat rate, and include the following:

• Back office administration and training.

• Error support and issue resolution

• Develop training manuals and business standard operating procedures (SOPs) or other manuals to ensure knowledge transfers are seamless and ongoing.

• Monthly reconciliation review of any integrated systems

• Develop or customize monthly report publishing in accounting system etc.

• Advise clients on ways to improve business systems and processes

• Weekly or monthly impact summary of new features in various systems and upcoming relevant changes in the industry

New Business Formation

We know starting a new business can be complicated and sometimes intimidating. We are here to provide advice and assistance to ensure your business gets off the ground smoothly

Our services include:

• Entity formation

• State registrations

• Shareholders’ Agreements and other legal docs

• Banking Relationships

• Opening Accounts

• Merchant Services

• Formation Advice: What type of entity and where to form 

• Initial tax consultation 

• Nexus, sales taxes, transfer pricing, capitalization, etc. 

• Application for EIN #

• Various

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