Filing a trade name registers a business name for public record. A trade name is similar to a "doing business as" ("DBA") name, and is not legally required in Arizona but is an acceptable business practice.

Note: A trade name does not grant exclusive rights to a business name, nor is a trade name similar to a corporation or limited liability company ("LLC").

Service includes:
Trade Name Pre-Check
Trade Name Registration Filing with the Arizona Secretary of State

Filing a trademark registers a logo or slogan to be displayed on goods or services for public record. Trademarks also are referred to as service marks.

Trademarks are not required to be filed in Arizona, but is an acceptable business practice.

Service includes:
Trademark Pre-Check
Trademark Registration Filing with the Arizona Secretary of State

The Financial Crimes Enforcement Network (FinCEN) requires certain businesses to report beneficial ownership information to help combat financial crimes such as money laundering and terrorist financing. This requirement mandates that companies provide details about individuals who directly or indirectly own or control a significant interest in the company. The reported information typically includes the name, date of birth, address, and an identifying number (such as a Social Security Number) of the beneficial owners. This initiative aims to enhance transparency in the financial system and ensure that authorities can track and prevent illicit activities.

Service includes:
Comprehensive review of your company’s ownership structure to ensure compliance
Preparation and filing of your BOI report with FinCEN
Guidance on required information and documentation

Entity formation services help you officially establish your business as a legal entity. This means we handle all the paperwork and filings needed to register your business with the government. We'll guide you through the process of choosing the right structure, like a corporation or LLC, based on your needs and goals. These services ensure your business is set up properly according to the law, which can save you time and headaches in the long run. They're like a one-stop-shop for getting your business off the ground legally and smoothly.

Service includes:
30-minute client consultation, virtual
Business name availability check and reservation
Arizona Corporation Commission filings
Statutory Agent (for 6 months)
TPT Licensing Application (if applicable)
City/County Taxes + Business License registration (if applicable)
Employer Identification Number (EIN) registration
Instructions + documentation required to open business bank account

Small business accounting and bookkeeping are the backbone of financial management for entrepreneurs and small business owners. It involves keeping track of all financial transactions, including sales, purchases, expenses, and payments. Essentially, it's like organizing and managing the financial records of your business in a systematic way.

Accounting helps you understand the financial health of your business by providing insights into your income, expenses, profits, and cash flow. Bookkeeping, on the other hand, is the process of recording and categorizing these financial transactions accurately and consistently.

By maintaining proper accounting and bookkeeping records, small business owners can make informed decisions, monitor their financial performance, comply with tax regulations, and ultimately, grow their business with confidence.

Service includes:
Balance Sheet
Profit & Loss Statement
General Journal Report
General Ledger Detail
Bank Reconciliation Report (for all accounts)
Check Detail (if applicable)
Additional financial reports available depending on your specific business’s needs

Please note that this service is provided on a monthly basis.

Accounting and bookkeeping are essential for law firms to effectively manage their finances and ensure compliance with legal and ethical standards. Just as in any business, law firms handle numerous financial transactions, including client payments, case expenses, and operational costs.

Lawyers need accounting and bookkeeping services to accurately track their firm's income, expenses, and overall financial health. This enables them to make informed decisions, allocate resources efficiently, and maintain transparency with clients and regulatory authorities.

One crucial aspect unique to law firms is handling client funds, especially those deposited into Interest on Lawyer Trust Accounts (IOLTA). IOLTA accounting and bookkeeping involve managing client funds separately from the firm's operating funds, ensuring compliance with strict trust accounting rules and regulations. This includes tracking individual client balances, promptly disbursing funds when required, and generating detailed reports to demonstrate compliance with legal and ethical obligations.

By maintaining precise accounting and bookkeeping records, law firms can not only uphold their professional integrity but also streamline their financial processes, mitigate risks, and foster trust and confidence among clients and regulatory bodies.

Service includes:
Balance Sheet
Profit & Loss Statement
General Journal Report
General Ledger Detail
Bank Reconciliation Report (for all accounts)
Check Detail (if applicable) Additional financial reports available depending on your specific business’s needs

IOLTA-specific:
1-hour dedicated to IOLTA bookkeeping (additional hours billed at attorney’s hourly rate)
Three-way reconciliation reports*
Client ledgers*
Administrative funds ledger*

*Required by the State Bar of Arizona

Please note that this service is provided on a monthly basis.