AlignBooks & HR LLC

WHAT TO EXPECT:

Bookkeeping Service: I will begin by asking you a series of questions to gain a clear understanding of your current bookkeeping process. Together, we will identify any challenges you’re facing and discuss the improvements or changes you want to implement to better support your business.

Human Resource Services: We will review your current business processes or specific HR needs and discuss the goals you aim to achieve by utilizing my services. This ensures a customized approach that delivers the results you expect, providing the support necessary for your business to run efficiently.

Start-Up Documentation Forms: To complete and submit the necessary local, state, and federal documentation for your business formation, I will need the following information:

• Business Name
• State and County where the business will be established
• Business Start Date
• Type of Business (e.g., catering, auto shop, cleaning service, etc.) – I will provide resources on business formation options
• Business Owner's Full Name, Title, Address, and Phone Number

With this information, I can ensure your documentation is accurately prepared and submitted, setting your business up for success.

The information above may not apply to everyone, and additional details may be required. However, this serves as a great starting point.