Strategic Office Solutions - Start-Up & Operations

Complete business solutions for start-up and operations management, including:

New Business Selection

We'll review your reasons for starting a business and discuss your preparedness for what lies ahead as an entrepreneur. We'll cover what you need to know about partnerships as well as make sure you have a realistic understanding of both the joys and stresses of a new start-up.

Company Structure Selection & Registration

C-Corp? S-Corp? LLC? Partnership? Sole Proprietorship? Which one is right for you and your venture? In what state should you be registered? We can assist you in making the most well-informed decision and then get you registered with all the correct agencies.

Business Plan/Executive Summary Development

A well-developed business plan will help you understand your market, get financing, stay organized, understand the long-term implications of partnerships, and prepare for the future. We can help you formulate a plan that will maximize your chances of success. A strong business plan will also make it easier to access a business loan.

Record Keeping Requirements

We’ll make sure you’re compliant on all state and federal record-keeping requirements for employee files, credit card processing, tax documentation, and more.

Hardware and Software Selection

Whether you're a new or growing company, having the right technology and tools can save you money, increase revenue, and help you and your staff stay organized. We'll help guide you to the solutions that will fit your needs the best!

Operations Management

Clear organization and well-documented procedures will help define your company, increase productivity and offer stronger success in every aspect of your business. We’ll show you how.

Communication

Communication is the key to the smooth running of your company. We’ll teach you tactics for motivating your staff, building relationships with customers and vendors, and handling stressful situations. We can also step in to make introductions, mitigate problems, and lead the difficult conversations.

Accounting solutions from certified advisors including:

Software Selection

QuickBooks is the most popular accounting software on the market, but it’s not for everybody. We’ll teach you all about the various versions of QuickBooks Online and Desktop options and other software available, and help you determine which one will benefit your business the most.

Chart of Accounts

A strong Chart of Accounts is the foundation of a strong financial understanding of your business. We’ll review your current chart of accounts for completion and efficiency or help you design a new one that show both you and your tax advisor the financial data desired. We can also teach you how to read and understand financial reports like balance sheets and profit & loss statements, plus help you make sense of the other reports available to you.

Budgets & Job Costing

We'll teach you how to:

Set Realistic Goals for your Company and/or Specific Jobs
Track Job Costs versus Job Revenues
Maximize Profits
Cut Cost and Increase Efficiency

Contractors, Payroll & Payroll Taxes

There are many payroll services available to our clients. Whether you want to process payroll yourself, have us run it for you, or just have us bring the relevant data from the payroll processing service to your accounting software, we’re here to support you and to help make sure that you stay compliant with all payroll and payroll tax obligations. We can also assist with your Workers Comp audits and more. We’ll make sure you are collecting the right information for contractors (and confirm that they qualify as contractors) and create your W2s and 1099s as needed at year end.

Sales Tax Processing

Is your company subject to state sales tax? Some states offer discounts for timely payments and/or penalties for late payment. Can your software package track this information? We can provide you with assistance, answers and solutions, including how to access the necessary data from many online sales platforms for sales tax payment and filing.

Complete Training & Support

Save payroll dollars otherwise spent on hiring and training new talent. We offer complete training and ongoing support to you and your accounting staff, and you’ll never be charged for brief telephone queries.

Project Work or Continuous Support

Customized programs to meet your specific needs:

Establishing new accounting systems
Transitioning programs or procedures
Continuing training and development
Bookkeeping review and analysis
Monthly or quarterly data processing, reconciliation, and review with financial reporting and tips for understanding your business and progress. (Our most popular service.)

Over two decades of experience in human resource management, including:

Employee Handbook

It’s a little-known fact that a well-written employee handbook can not only streamline your H/R processes, but might also get you a lower insurance liability rate. Check with your agent; you may be pleasantly surprised. Regardless, documentation of policies and procedures are absolutely necessary when you have more than one employee. We’ll help you design a customized handbook to meet the needs of your company and industry.

Record Keeping Requirements

Learning the best practices for maintaining employee records will help decrease your unemployment liability risk. We’ll teach you all you need to know about it and make sure that you’re in compliance with the law.

Benefits

What is the best option for your company? FSA? HSA? 401k, IRA, Profit Sharing? Insurance? We’ll help you know what is required in your state and with the research and selection process to find the best fit for your company. We’ll discuss all the options available, then help you implement and maintain the program, including reporting as needed.

Transitional Assistance

Changing the operational structure of your company? Moving? Hiring a new key team member? We can help you help your employees adjust to transitional scenarios by teaching you important communication skills or providing a specialist to assist everyone involved.

Employee Management

We’ll teach you about the annual, disciplinary and reward reviews and how they can impact your unemployment experience rating. We give you tips on performing them yourself or we can be your outsourced HR Department, from hiring and orientation through termination and exit interviews.

Dispute Moderation

When dealing with stressful office issues (i.e., harassment accusations, potential employee theft, disciplinary concerns), an outside perspective can help everyone involved. In some cases, handing the situation to us for management offers short and long-term benefits for you and the company. Ask us for more information.

Expert solutions for your sales and marketing needs, including:

Branding

How do you want to be seen in the marketplace? We’ll help you develop your concept and integrate it into all of your sales and marketing activities. Every marketing and sales process below can be part of your company branding.

Web Design

You can’t run a successful business without a presence on the web. Simple or complex, there are countless ways to present your business to the world. We can help design your informational website or coordinate with a qualified outside vendor for retail sites and high-end web platform development.

Marketing Materials

Are you in the market for:

Logos
Business Cards
Marketing Brochures
Newsletters
Advertisements

…or any other customized marketing solutions? Strategic Office Solutions has the best resources for designers, printers, and advertising specialty companies!

Sales Tools

From scripting for telephone marketing, to well-written and attractively designed informational pieces, to engaging presentations – Strategic Office Solutions has all-inclusive creative services to help you close any sale.

Trade Shows

Have you ever considered having your company represented at a trade show? Don't have time to even think about it? Let us research the trade show opportunities available for your industry. We’ll even connect you with the best people to create a booth display, determine the best use of marketing dollars, plan and issue any pre-show correspondences, and coordinate freight and travel requirements for the show. We can even staff your booth and sell your products. Multiple booths or employees on site? Let us help manage and coordinate sales efforts.

Customer Service & Support

A happy customer will tell five people about their experience with your company. Disgruntled customers will tell 15. Simply put, you can’t cut corners on customer service. Your sales figures depend on it.

We’ll provide your customer service team with telephone scripts for handling frequent questions, teach them problem-solving tactics, and give them the tools to turn unhappy callers or online reviewers into your business’s greatest supporters.

Find out how well your company is satisfying your customers and where there’s room for improvement with a finely crafted digital satisfaction survey.

Professional, confidential and expert services, including:

Technical Documentation

We write user manuals, white papers, installation guides, specifications and more, in a manner that effectively speaks to the most technically minded as well as your average consumer.

Screen Shot

Whether it’s a web site, computer software, or other digital media, every page your reader sees will reflect the painstaking care and attention to detail we put into it. Layout, grammar, and even word choice are edited by an industry professional. Worried that your needs are too complex? Talk with us and let us prove you wrong.

Proposals

Nothing seals the deal like a well-written, clear proposal that answers all the questions. Whether requesting funding or making a sale, a proposal boasting great attention to detail will not only instill but increase the level of confidence the reader has in your concept and company. We can help you craft a proposal to help you achieve the deal you desire.

Company Documentation

Standard Operating Procedures, Employee Handbooks, and Business Plans are all important in the development of your company. Each of these needs to be reviewed and updated on a regular basis to reflect the current processes and the values of the organization, and to verify that they provide the appropriate depth of coverage for your current climate and ever-changing laws. We will be there for creating and updating these documents with you and for you.

Contracts

Let us save you a significant amount on your legal bills by creating basic contractual documentation that costs less than even a junior attorney's hourly fee. Just have your attorney review the document and have peace of mind knowing that nothing has been overlooked. We also review the documents your legal counsel creates from a slightly different perspective to catch any omissions or discrepancies.

Empower Your Business

Our Services

Business Start-Up & Operations

Accounting

Human Resources Management

Sales & Marketing

Business & Technical Writing & Editing

Non-Profit Management