Templates or Other Written Materials

Service Description

This option is for the creation of a custom template or written material of your choice, tailored to your business and your needs. Just let me know what you're looking for, and I'll create an Excel, Word, or email template to ensure that you collect all of the pertinent information to accomplish your goals and objectives. Examples of templates: collecting information for clients who want to start a business, collecting information for clients who have a business, information needed for the formation of each entity type, information needed for ongoing compliance, questions to ask a client, order forms, price quotes. Examples of emails: for a client who just formed a business (including the basic details of their entity, ongoing requirements, and how you'll assist them going forward), for a client with an upcoming requirement, to inform your clients of new service offerings, reminders of important deadlines and due dates. Examples of written materials: basics of business entities for your staff (can be customized to your state or states, entity type, industry, etc.), state and IRS deadlines of interest, overview of a topic of your choosing. Just let me know what you're interested in and which format you prefer, and I will create it for you. I can take creative control with minimal details, or I can fully customize it by your specific instructions. The price varies based upon complexity and content. Basic templates start at $50, and fully customized 50-state documents can range from $250-$500. This is all about what YOU need, so if you're interested in any type of written material, please reach out to me and we can discuss the options and pricing.