Business & Non-Profit

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:

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

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

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

Please continue on to our Articles page for in-depth information on specific concepts.