let shadow Tax Accounting Software Right-Shadow

Home

 nav-dividers

Small Business Tools

 nav-dividers

Testimonials

 nav-dividers

FAQ

 nav-dividers

Get Started Now

 nav-dividers

Resources

 nav-dividers

Affiliates

 nav-dividers

Contact Us
Get Started
Congratulations on making the decision to take control of your small business with Small Business Tools!

Step 1
Review and Approve Service Agreement
  • Download and and print our Service Agreement.
  • Review the Service Agreement, then sign and date where indicated.
  • Forward the signed form to our office by:
    • Email via secure email encryption service OR
    • Fax all pages to: (714) 871-8144
Step 2
Complete Payment
  • Download the Credit Card Authorization Form
  • Forward the signed form to our office by:
    • Email via secure email encryption service OR
    • Faxing to us at our secure fax: (714) 871-8144
Step 3
Working With Us As you get started, we are going to ask you for a great deal of information. Make sure you review and complete all the details in your Business Questionnaire and Start-Up Kit. Here’s a brief summary of what we want to accomplish with you over the first 30 days:
  • Establish Quickbooks Account
  • Establish Payroll Account
  • Complete Welcome Kit
  • Complete Small Business Questionnaire
  • Collect Supporting Documents for Document Storage Vault
    • Prior Two Years Tax Returns
    • Prior Period Financials
    • Prior Year-End Financials
  • Scan & Upload Critical Business Documents
  • Link Bank and Credit Accounts
  • Produce a Back-up of Financial Data
  • Deliver Resources for Optimization of Tools
Small Business Tools includes consultations regarding business tax planning so that you can avoid year-end tax surprises. Consultations will be scheduled upon request.

 

Home | Small Business Tools | Testimonials | FAQ | Get Started Now | Resources | Our Blog | Affiliates | Contact Us
NCH Wealth Advisors © 2009. Privacy Policy | Terms and Conditions | Disclosures and Disclaimers

site by:barefootebiz