ONBOARDING WITH TANDY CONSULTING INC...
WE'LL COVER:
- Providing Tandy Consutling complete information to service your business
- Record keeping setup and requirements
- Payroll setup or transfer
- Trusted partners and apps
- Social media
Almost there...
New Client Questionnaire
In this step we will need...
- Your personal information
- Tax Information
- Business Information
- Payroll Information
- Record Keeping Information
- Corporate Records Book
Bookkeeping Software
We recommend QuickBooks Online software, you will purchase and retain ownership of software as outlined in our engagement letter.
The questionnaire will walk you through adding us as an accounting firm.
We do have desktop options available.
Payroll Software
Although we will use any payroll provider you choose. We highly recommend using Gusto payroll. If you are just starting, we offer free setup and implementation. If we haven't discussed already, just let us know.
If you decide otherwise or already have a payroll services please add our firm as outlined in the questionnaire.
Trusted Partners
Take a look at add-ons like...
- 401(k) plans
- Credit monitoring and security
- Small Business Insurance
- Workers Compensation Insurance
- More options added regularly
