If you are a business owner, phase 3 is where we begin to implement compliance tools for your business. 

Reasonable compensation is the value that would ordinarily be paid for like services by like enterprises under like circumstances. Reasonableness is determined based on all the facts and circumstances. Check out the video below to learn about the methodology we use in our reasonable comp report.

Reasonable Compensation Report

The Home Retreat deduction is a tax law that was passed in the mid 70's that allows business owners to be able to rent our personal residence to your business. Learn more in the video below.

Home Retreat Deduction

Corporate minutes are the voice of your business. They are documents that track the life of your business and the decisions you have made. If you have not been maintaining your corporate minutes, your corporation has no voice, and you have been treating it as a sole proprietorship. The IRS has the right to reclassify. Learn more in the video below.

Corporate Minutes

( BOB VIDEO ON GOING THROUGH OUR BOOKKEEPING ONBOARDING PROCESS AND WHAT IT LOOKS LIKE)

Part of our process when onboarding a business owner is to have our marketing team do a high level overview of your current marketing strategy.

My marketing team will review your website and social media platforms to ensure that the branding is consistent and that the message you are portraying to your clients is the same throughout all your different platforms. They will then give any feedback they have on how to improve your current strategy.

Brand & Marketing Analysis