For Small Businesses
ESTABLISH GREATER PROFITABILITY AND BUSINESS EFFICIENCY WITH OUR BUSINESS SERVICES.
Your business’s profitability and operational efficiency are at the center of your business’s success!
Our experience, resources, and attention to detail make our business services second to none. As an experienced accounting team, we look forward to the opportunity to help transform your business’s financials as we work with you to establish short- and long-term strategies for growth and profitability.
WORKING WITH US AND ENLISTING OUR BUSINESS SERVICES COULD MAKE ALL THE DIFFERENCE!
Whether you need help starting a business, cleaning up your bookkeeping, setting up QuickBooks, handling payroll, or crave some much-needed business coaching or other strategic consulting, we have been doing this for years and stay on top of all of the new regulations to help you take the most advantage possible. Legally and ethically — and profitably.
We work with our clients in a relational way to help them experience the financial success they desire — whether the business is just an idea, relatively new, or a well-established entity. Whether small, large, or in need of some special attention, we have the experience you need so that you can focus on what your business does best.
What to Expect When You Work with RLJ Financial Services, Inc.
We believe in setting you up for long-term success—starting with a thorough onboarding process. Here’s what you can expect when you work with us:
Step 1: Business Analysis, Education & Strategy
Review your business structure and entity type (LLC, S-Corp, etc.)
Ensure your legal documents are in order and up-to-date
Separate personal and business finances the right way
Get guidance on payroll setup, owner compensation, and accounting basics
Clarify contractor vs. employee classifications
Explore tax-saving opportunities and retirement plan options
Plan for emergencies with a Business Continuity Plan
Strategize for a future business exit or sale
Need legal help? We’ll connect you with our trusted attorney partner via Zoom to streamline your legal setup or review.
Step 2: Accounting System Setup & Training
Next, we make sure your numbers are in order and your tools are working for you:
Set up or review your QuickBooks Online (QBO) account
Customize your Chart of Accounts
Clean up past transactions and ensure accurate records
Learn best practices for recording transactions and reconciling accounts
Get clarity on handling credit card expenses and integrating helpful tech tools
Step 3: Service Package & Pricing Discussion
Finally, we’ll review the specific services your business needs and build a custom package:
Income tax filing for your business
Bookkeeping and payroll services
Additional services tailored to your goals
Accounting Services
How You're Missing Legal Tax Deductions
Here’s a certain truth: The State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.
But the problem is that regular taxpayers (like you) are missing out on legal and safe deductions to the tune of hundreds of millions of dollars in unclaimed refunds every year! Change that with our tax services.