client-facing:jaxes-taxes-corporation [Jaxes Taxes Wiki]

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===== 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's information as our raw materials and our product is summaries of that information. These services require software, processes, and human capital (abilities acquired through training and experience) to deliver valuable accounting, tax, and business insights.
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===== 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; establish and maintain associations and relationships; continually imbue our connections with trust; discover the needs of our friends; and deliver more value than we ask for in return.

=== We do this by: ===
  * filling the record-keeping, data organization, and summary presentation needs of those who would benefit and are within our abilities to economically serve.
  * collecting raw data; transforming it; summarizing it; and delivering reports in order to deliver value and assist in the decision-making process for individuals, businesses, and organizations.
  * 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, and 
  * obedience to law.
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===== Company Goals =====

===1) Build the Jaxes Taxes Brand ===
  * Find the most effective modes of advertising and put money and time into them.
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  * Establish Relationships with Other Professionals.
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  * The Jaxes Taxes website makes enough money through ads to pay for itself and the media manager.
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  * Establish "The Santaquin Review" as a self-sustaining publication
    - 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.
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===2) Establish Jaxes Taxes as a Self-Sustaining Business ===
  * Clients are happy with their service and recommend Jaxes Taxes to others.
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  * Recruit a practiced secretary who can clock in accounting hours to soak up contractor issues.

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  * Recruit a credentialed and experienced COO who wants to become a partner who reviews all the contractor's work and requires little to no supervision or assistance.

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  * Have 100 bookkeeping clients or $30k in net profits per month for 6 consecutive months.

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  * Have 5 subcontractors who are happily fulfilling their capped-out workload.

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  * Expand Jaxes Taxes' List of Offered Services

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  * Establish a Useful and Furnished Brick-and-Mortar Office

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===3) Protect the Jaxes Taxes Brand ===
  * Retain a Beginning Business Lawyer / Firm

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  * Establish a Parent Entity, sell stock to that entity, and run that entity more officially with monthly board meetings and greater separation of assets.

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  * File for DBAs in Each State?

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===== What are Our Processes? =====
=== Self-Provided Services ===
  * [[Client Engagement and Retention]]
  * [[Contractor Engagement and Retention]]
  * [[Build Human Capital]]
  * Business, Structuring, and Accounting [[Advisory]]
  * 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]], [[Publishing]], and [[Record Keeping]]
  * [[Accounts Payable]] and [[Accounts Receivables]]

=== Partnered Services ===
  * Payroll through Paylogics
  * Loan Advisory Through Red Desert
  * Payables, Receivables, and Other "Back Office" Services through Red Desert
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