Not every business fits neatly into a box—and that’s okay. Our Business Entity & Compensation Assessment is built for service-based companies that don’t see themselves in “dentist,” “contractor,” or “auto” labels, yet still want cleaner books, lower taxes, and steadier cash flow. In about three minutes, you’ll answer practical questions that surface where profit slips away: entity setup and owner pay, missed deductions, multi-state exposure from remote staff, sales/use tax gaps, weak month-end routines, and whether your QuickBooks is truly tax-planning-ready.
We support owners across Colorado, New Mexico, and Wyoming, from creative studios and consultants to professional services and specialized trades. When you finish, you’ll receive a clear score with prioritized fixes. From there, dive into Tax Planning, see how our Bookkeeping & Payroll removes busywork, compare Monthly Packages, or book a 15-minute call to talk through your path. If you later grow into one of our niche tracks, we’ll transition you seamlessly—same team, tighter playbook. Start the assessment above.
Business Entity & Compensation Assessment FAQs:
Who is this for? Service-based businesses in CO, NM, or WY—consultants, creatives, professional services, specialty trades, and other firms that don’t fit our niche pages.
What does it check for? Entity & owner pay alignment, missed deductions, multi-state payroll/tax exposure, sales/use tax gaps, month-end processes, and QuickBooks readiness for tax planning.
What do I get at the end? A score with prioritized fixes and links to Tax Planning, Bookkeeping & Payroll, and Monthly Packages.
My business is seasonal or project-based—does this still work? Yes. We factor seasonality into cash-flow, payroll, and estimated-tax planning. If needed, we’ll map a quarter-by-quarter plan on a 15-minute call.
How do I get started with your team? Pick a fit on our Monthly Packages page and book a call. We’ll review your assessment and recommend a right-sized onboarding plan.