BUSINESS SERVICES

Whether you are establishing a new business and need help with the legal documents and state filings, or you have an existing business and need help you with some logistics, we can help.  We offer the following services:

open for business

  • Setting up a usable accounting system
  • Organization of business records
    • Serving as Clerk and/or Registered Agent
    • Filing Annual Reports with the State of Maine
    • Preparing Bylaws
    • Maintaining records of meeting minutes
  • Cash Management services:
    • Account reconciliations
    • Bill paying
    • Invoice billing
    • Preparation of Accounts Receivable
  • General Ledger and Financial Statement Preparation
  • Assistance with year-end closing of accounting records
  • Collaboration with professional tax preparers and accountants
  • Internal control review and evaluation
  • Policy & Procedures creation
  • Payroll services
  • Succession planning
NON-PROFIT SERVICES

The not-for-profit sector sometimes needs additional guidance, which can differ from what for-profit businesses need to consider:

  • Board education, including duties as a fiduciary
  • Help with audit preparation
  • Filing Annual Reports with the State of Maine
  • Advice on charitable contributions and planned giving
  • Assistance with best practices and appropriate procedures
  • Creation of Investment Policy

If you would like to discuss your business or non-profit, please contact us.