At Well Planned WE provide our clients with all things business back office. we can help you get your business set up and running, oversee your entire accounting department, or manage all the sniggly bits in between. our passion lies in doing good work that we believe in and we thrive on helping our clients achieve their business goals. 


 

VIRTUAL BOOKKEEPING

Let us manage the recording of business financial transactions for you. We can help you collect your funds and pay your bills, and we’ll always provide you with monthly reports on your financial progress. This service is great if you’re just starting out. Prices start at $649/mo.

 

ACCOUNTING

Accounting deals with all things bookkeeping as well as analyzing and consulting on the information at hand. This type of service is needed when there’s a little more than just income and expenses involved. This is the type of service a business needs when looking to go the distance. This service will help you better understand your business so you can plan smartly and efficiently.

 

NEW BUSINESS SET UP

Starting a business is such an exciting time. But if you’re someone that’s not familiar with all the items needed in your area, such as licenses, certificates, or how to establish a business, we can help. Whether we determine, after a brief consultation, if you should become an LLC, S-Corp, or a C-Corp, we’ll take care of all the items needed to get you set up for success.

 

CLOUD ACCOUNTING SET UP

Maybe you know exactly what you’re doing and just need someone that can get you set up to do it. If so, count on us. We’ll get you set up with the proper Quickbooks Online account for your business needs. This can be a simple and easy process if you know what you’re doing. If you don’t, don’t worry; we’ve done this hundreds of times, and we’ll get you set-up and ready to roll.

 

PAYROLL

Whether you’d like to handle your Payroll on your own or have us manage it for you, either one works for us. We’ll be happy to get you up and running using Gusto Payroll services, our preferred method.