Resources

Guides for business owners

Start with organized records and a clear plan.

Organized folders, a ledger, and a calculator on a desk — A little preparation makes the first conversation more useful.

Prepare for your consultation

Business entity and operating states
Current accounting and payroll software
Recent financial statements
Your priorities and questions

Plan your next steps

Filing requirements depend on your entity and circumstances. Discuss applicable dates and requirements with your adviser.

Talk with our team

Organize your records

Bank and credit card statements
Sales invoices and vendor bills
Payroll reports and employee counts
Existing financial reports and software access arrangements

Ask our team how to share records before sending private financial documents.

Starting a business?

Bring your proposed business name, ownership details, operating locations, expected activity, and questions about accounting systems. We can discuss formation assistance, startup budgets, and bookkeeping setup.

Explore formation support

Official business resources

Use these official sources for current requirements and guidance. Discuss how the information applies to your circumstances with your adviser.

IRS · Small business and self-employed resources Virginia SCC · Business registration and management U.S. Small Business Administration · Launch your business