Business Cleanups

a business team discussing documents

Initial Consultation
During your initial consultation, we will get to know each other better and discuss your business in greater detail. Some of the topics that may be covered include:

  • Type of business

  • Location of business

  • Current business entity type

  • Current bookkeeping system if any

  • Current licenses/certificates held

  • Staff, contractors and/or employees

  • Current payroll services

  • Current POS (point of sale) or CRM (Customer Relationship Management) system.

Compliance Check
SDR Consulting Inc. helps you operate a more efficient and compliant small business. Running a business can be hectic at times. Have you fallen behind on your business compliance? Do you have a mail stack of unopened IRS or State notices? Let us help you take things one step at a time. Some of the items we may discuss include:

  • Reviewing prior tax returns

  • Discussing state tax filing requirements

  • Reviewing notices from the IRS/State

  • Discussing other filings such as Sales Tax or Information Returns (1099’s) that may be missing

  • Appropriate entity selection for your industry

Bookkeeping Cleanup
Have you fallen behind on your business bookkeeping? Do you need several years of bookkeeping completed in order to file late tax returns? If you are ready to get professional help with your bookkeeping so you can focus on growing your business, we can help! We currently only support QuickBooks Online but can assist you with converting from your existing system if needed. Let SDR Consulting Inc. do your monthly bookkeeping at a fraction of the cost of a full-time employee.

If you’d like to get started with our Business Cleanup Services, please book your consultation here