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| + | <panel type=" | ||
| + | ===== What is Jaxes Taxes? ===== | ||
| + | Jaxes Taxes is an accounting firm. As an accounting firm, we provide financial services to clients. Usually, we use the client' | ||
| + | </ | ||
| + | <panel type=" | ||
| + | ===== Jaxes Taxes Mission ===== | ||
| + | === We aim to: === | ||
| + | * see individuals as beings of eternal value and implicit worth. | ||
| + | * present ourselves as, and actualize ourselves into, integrated beings. Beings who have aligned our words, thoughts, actions, goals, values, and purpose, striving to realize the best possible versions of ourselves, our societies, and the world. | ||
| + | * open ourselves up to new connections; | ||
| + | |||
| + | === We do this by: === | ||
| + | * filling the record-keeping, | ||
| + | * collecting raw data; transforming it; summarizing it; and delivering reports in order to deliver value and assist in the decision-making process for individuals, | ||
| + | * teaching, educating, and advising all who will hear, and especially those who ask. | ||
| + | |||
| + | === By doing such, we will facilitate in ourselves, our business, and the world: === | ||
| + | * greater productive capacity, | ||
| + | * order and organization, | ||
| + | * obedience to law. | ||
| + | </ | ||
| + | |||
| + | |||
| + | <panel type=" | ||
| + | ===== Company Goals ===== | ||
| + | |||
| + | ===1) Build the Jaxes Taxes Brand === | ||
| + | * Find the most effective modes of advertising and put money and time into them. | ||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Establish Relationships with Other Professionals. | ||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | |||
| + | * The Jaxes Taxes website makes enough money through ads to pay for itself and the media manager. | ||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Establish "The Santaquin Review" | ||
| + | - The Publication is respectable enough that cities, lawyers, and obituaries request to have their content included. | ||
| + | - The publication is funded entirely by outside funding: minor advertising and through tiny donations from subscribers. | ||
| + | - The publication puts out quality weekly editions to its subscribers by mail. | ||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | |||
| + | ===2) Establish Jaxes Taxes as a Self-Sustaining Business === | ||
| + | * Clients are happy with their service and recommend Jaxes Taxes to others. | ||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Recruit a practiced secretary who can clock in accounting hours to soak up contractor issues. | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Recruit a credentialed and experienced COO who wants to become a partner who reviews all the contractor' | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Have 100 bookkeeping clients or $30k in net profits per month for 6 consecutive months. | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Have 5 subcontractors who are happily fulfilling their capped-out workload. | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Expand Jaxes Taxes' List of Offered Services | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Establish a Useful and Furnished Brick-and-Mortar Office | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | |||
| + | ===3) Protect the Jaxes Taxes Brand === | ||
| + | * Retain a Beginning Business Lawyer / Firm | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * Establish a Parent Entity, sell stock to that entity, and run that entity more officially with monthly board meetings and greater separation of assets. | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | * File for DBAs in Each State? | ||
| + | |||
| + | < | ||
| + | <col sm=" | ||
| + | <col sm=" | ||
| + | </ | ||
| + | |||
| + | </ | ||
| + | |||
| + | <panel type=" | ||
| + | ===== What are Our Processes? ===== | ||
| + | === Self-Provided Services === | ||
| + | * [[Client Engagement and Retention]] | ||
| + | * [[Contractor Engagement and Retention]] | ||
| + | * [[Build Human Capital]] | ||
| + | * Business, Structuring, | ||
| + | * Monthly, Quarterly, and Annual [[Bookkeeping]] and [[Accounting]] | ||
| + | * Financial [[Ledger Clean-up]] | ||
| + | * Federal and State [[Income Tax Return Filings]] for Individuals and Businesses | ||
| + | * [[Tax Planning]] | ||
| + | * [[Sales Tax Filings]] | ||
| + | * [[Advertising]], | ||
| + | * [[Accounts Payable]] and [[Accounts Receivables]] | ||
| + | |||
| + | === Partnered Services === | ||
| + | * Payroll through Paylogics | ||
| + | * Loan Advisory Through Red Desert | ||
| + | * Payables, Receivables, | ||
| + | </ | ||