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Personal Finances too!

Sometimes you have to start at the beginning.  Before you can manage complex portfolios of businesses, investments, and other enterprises, you should have your own financial picture clearly understood.


Here are a few tools to help you get started.

New Business Development

You will need to determine what type of business structure is best for your new business. The following resources are provided to help you to choose the business structure that is best for you.


NOTE: Business structures MAY be changed, but it is best to begin with the structure you plan to use.

Record Keeping Basics

The following templates are available for your use.  There are currently both 2015 and 2016 templates.  The templates are based off of basic excel workbooks.  Tutorial videos are available on YouTube.

Tax Information

Whether you self prepare or use a tax professional, gathering and organizing business records is crucial. Seminars are available on specific topics and the Tax Summary document provided below will help to summarize information needed for tax preparation.

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Our goal is to help you be successful.  Basic financial and administrative support is a necessity, but much of what you need to do is fairly simple. The following are some do it yourself basic templates.  Feel free to download and set yourself up for success, and contact us if you need more help.


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