We work with all stages of business to help you achieve success by developing and implementing the appropriate financial solutions to address your specific challenges and goals. Having extensive experience in business financial management, Wealthidian is uniquely positioned to offer informed yet objective advice to owners on matters ranging from strategic direction to succession or exit planning.
We work with clients to establish the proper business structure, complete required licensing, obtain an EIN, and write the Articles of Incorporation or Organization. Wealthidian also helps set up the ability to accept credit card and e-check payments, establish merchant accounts and business checking, and set up invoice management systems.
A strong business plan can be a valuable guide for your business and can be used to improve your finances by helping your business raise capital, acquire small business loans, win grants, and achieve improved operational focus.
Wealthidian works with your business to properly set up bookkeeping and accounting systems using Quickbooks or to review current systems for optimal performance. We offer active or passive accounts receivable , bank and credit card reconciliations, and sales tax compliance and reporting.
Wealthidian offers cloud-based payroll services for all 50 states including monthly, quarterly, or annual payroll deposits, tracking sick leave and paid time off. We generate year-end payroll documents and file quarterly annual payroll returns ensuring compliance with the IRS.
We work closely with business owners to analyze your current financial situation. We strive to help you make the most profit possible by focusing on your cash-flow management and projections, up-to-the-minute balance sheet and profit & loss statements. We also look at internal operations to assess your internal reporting functions, project budgets, inventory turnover, gross margin ratios, and revenue forecasting.
Your business success is our number one goal. We offer financial support services in Quickbooks training, consulting lessons to help your team better understand financial statements, and provide employees with the training and guidance necessary to perform essential job duties. We work with your business to document all policies and procedures to help the day-to-day operations in the event of staff turnover or extended employee absence.