Business Foundations Service

You know how to deliver your product or service. You know how to make your customers happy. You know how to work hard to achieve your dream of success and prosperity. Building that dream requires dedication and focus, but it also brings some confusion and anxiety.

Half of businesses fail within the first four years of launch, but we can help set your business up for long-term success. Let JWellsCFO help make your dream a reality through its Business Foundations Service.

After a free intial consultion, we walk you through a three-step process that puts you and your business on a solid footing:

  1. Entity formation We help you register your business to protect your personal liability and allow for tax savings strategies.
  2. Accounting system setup We set up your accounting system so you can accurately track your business performance and plan your taxes.
  3. Owner education We coach you on business best practices, personal finance, and retirement planning so your business provides for you throughout your life.

You've got this! JWellsCFO can help.

We'll be by your side offering guidance and expertise to set you up for success. DIY is cheaper... Until it isn't. Don't go it alone!

Plans

Bronze

Entity selection

  • Entity registration

  • Tax treatment election

Accounting system setup

  • Business bank account

  • QuickBooks Online setup

  • Employer registration

  • Payroll setup

Business owner education

  • Determination of reasonable compensation

  • Discussion of owner benefits (retirement)

Silver

Entity selection

  • Entity registration

  • Tax treatment election

Accounting system setup

  • Business bank account

  • QuickBooks Online setup

  • Employer registration

  • Payroll setup

Business owner education

  • Determination of reasonable compensation

  • Discussion of owner benefits (retirement)

Strategic planning

  • Customized dashboard setup

  • Initial KPI & budget setting

Gold

Entity selection

  • Entity registration

  • Tax treatment election

Accounting system setup

  • Business bank account

  • QuickBooks Online setup

  • Employer registration

  • Payroll setup

Business owner education

  • Determination of reasonable compensation

  • Discussion of owner benefits (retirement)

Strategic planning

  • Customized dashboard setup

  • Initial KPI & budget setting

personal financial plan

  • Call with financial coach

  • Personalized financial plan