Welcome to Well Rounded Accounting & Tax Professionals Business Services!

Do you know that there are several types of companies?

• Sole Proprietorship - a non-registered, unincorporated business run solely by one individual proprietor with no distinction between the business and the owner.

• General Partnership - are made up of the two or more persons, called general partners, who enter an agreement to conduct business for a profit. 

• Limited Partnership (LP) - a type of partnership with general partners who have a right to manage the business and limited partners who have no right to manage the business but have only limited liability for its debts.

• Corporation - an organization—usually a group of people or a company—authorized by the state to act as a single entity 

• S Corporation - corporations that elect to pass corporate income, losses, deductions, and credits through to their shareholders for federal tax purposes.

• Limited Liability Company (LLC) - a business structure that offers limited personal liability on the part of the owner.

• Non Profit Organization - a legal entity organized and operated for a collective, public or social benefit.

• Cooperative (Co-op) - businesses owned by “member-owners”.
  

Once you decide which is the type of company that best suits the business you have in mind, we will proceed to form it.

• Business entity selection (LLC, Corporation, Sole Proprietorship, Partnership)
   
• State registration & formation filings
   
• Operating Agreements & Corporate Bylaws
   
• EIN registration (IRS)
   
• Registered Agent services
   
• Business name search & registration
   
• DBA (“Doing Business As”) filings
   
• Business license & permit filings
   
• Industry-specific compliance setup

• Business bank account setup guidance
   
• Accounting system setup (QuickBooks, Xero, etc.)
   
• Chart of accounts creation
   
• Bookkeeping setup & training
   
• Cash flow forecasting
   
• Budget creation
   
• Financial projections (for lenders/investors)
   
• Tax registration (sales tax, payroll tax, etc.)
   
• Payroll system setup
   
• Merchant account & payment processor setup

• Contract templates (client agreements, service contracts, NDAs)
   
• Terms & Conditions + Privacy Policy drafting
   
• Employment agreements
   
• Independent contractor agreements
   
• Insurance guidance (General Liability, E&O, Workers’ Comp)
   
• Trademark search & filing
   
• Intellectual property protection guidance
   
• Compliance audits

• Business plan development
   
• Executive summary creation
   
• Market research
   
• Competitive analysis
   
• Pricing strategy development
   
• Brand positioning strategy
   
• Go-to-market planning
   
• SWOT analysis
   
• Funding strategy (loans, grants, investors)

• SOP (Standard Operating Procedure) creation
   
• Workflow automation setup
   
• Project management system setup
   
• CRM implementation
   
• Vendor sourcing & setup
   
• Inventory system setup (if applicable)
   
• Client onboarding systems
   
• Customer support system setup

• Virtual assistant setup
   
• Business phone system setup
   
• Appointment scheduling system setup
   
• Document management system setup
   
• Notary services coordination
   
• Mail handling & virtual address setup

• Business credit building strategy
   
• DUNS number registration
   
• Business credit profile setup
   
• Loan packaging assistance
   
• Grant research
   

We provide comprehensive business startup and structuring services designed to help entrepreneurs launch, organize, and grow with confidence. From entity formation and compliance to financial setup, branding, marketing infrastructure, and operational systems, we handle the foundational elements so you can focus on building and scaling your business.