Business Incorporation

Let’s make this business official!

  • We help you go through the process of formally incorporating your business as an:

    • LLC (Limited Liability Company)

    • S-Corporation

    • C-Corporation

    This includes getting your State, Incorporation, and Tax Identification filings submitted.

  • If you are incorporating in Arizona, Papertrail can be your Registered Agent.

    (A registered agent is a designated individual or entity who is authorized to receive legal documents and other important communications on behalf of your business. This can include things like tax notices, legal summons, and other official correspondence from government agencies.

    Having a registered agent is required by law in most states in the US. This is because it ensures that there is a reliable point of contact for your business that can be easily reached by the government or legal system if needed. It also helps to protect your privacy as a business owner, as the registered agent's contact information is listed publicly instead of your own personal information.)

  • Utilizing your business’ newly acquired EIN (Employer Identification Number), Papertrail will assist you with the creation of a Business Bank Account at a Bank of your choosing.

    Note: You will be required to meet with your banker in person to establish a business checking and/or savings account.

  • If you would like to have a professional email address (one that ends in your website, not @gmail) we can help you do it.

    Google Workplace Account Formation

    • Register Your Company Domain (your website address / url)

    • Professional Email Address (one that has @YourDomain, not @gmail)

    • GSuite (Cloud Storage, Phone Number, Email)

  • If you need help designing a logo, or revising one you currently have, our graphic designer can work with you so your new business can have a new logo and brand identity.

    Papertrail certainly isn’t a web development company, but our designer can work with you to create a Squarespace website (this website was built with Squarespace) for your business.

Mobile Notary

Need a Notary? Want them to come to you? Wow, we are a match made in heaven.

  • Contracts, Corporate Documents, Employment Documents, Financial Documents, Articles of Incorporation, Memorandum of Understanding, etc.

  • Passports, Traveling Consent Forms, Adoption Paperwork, Divorce Documents, Wills and Trusts, Domestic Partnership Documents, etc.

  • Administer Oaths and Affirmations, Witness Signatures, Acknowledgments, Authorizations, Jail Documents, Jurats, Oaths, etc.

  • Birth Certificate, Living Will, Advance Directive, Medical Power of Attorney, etc.

  • Refinance, Reverse Mortgages, Loan Modification, Property Purchase of Sale, Borrower’s Affidavit, Borrower Credit Program Disclosure, Home Equity Lines of Credit, etc.

  • DMV/MVD Documents, Title Transfer, Traffic School Exam Documents, etc.

Recurring Bookkeeping

We manage the books, you get to focus on doing what you love.

  • We set up your own Quickbooks Business Account and provide different bookkeeping services to suit your needs.

  • Working with your clients to make sure you get paid, and keeping a record of those payments.

    Invoicing Clients
    We take care of creating and sending invoices to clients. We can manage contracts and agreements as well.

    Unpaid Invoice Client Outreach
    Your new friendly voice on the phone, or via email, helping your clients remember which invoices are due.

    Process Payments from Clients
    Itemizing and keeping a record of incoming payments.

  • Working with your vendors to optimize payment timings, and keeping a record of your payments.

    Track Expenses

    Your Quickbooks account will be able to break down your expenses, showing you where your money is going and how to budget for it.

    Manage Vendor Bills

    We keep track of the terms and totals of your invoices and manage making optimized payments.

    Processing Payments to Vendors

  • Keeping track of your expenses, and making sure that your records match your bank’s records.

    Account Reconciliation

    • Business Checking and/or Savings Accounts

    • Personal Checking and/or Savings Accounts

    • Credit Cards

    Prepare Reports for Your Tax Accountant

    Your business is required to file your taxes with the help of a Business Accountant or CPA (Papertrail cannot do your taxes).

    We prepare reports for your accountant so they can do their job more efficiently.

  • Our services are offered broken down into services or as a collective package.

    If your needs differ from our default services, an assortment of our offerings may be combined into a custom package to better suit your business’ needs.

Historical Bookkeeping

We organize and clean up your books; setting you on the right track for managing your books moving forward.

  • Review, Organize, and Clean-Up financial records older than the current month of business. Typically starts from the first date of opening a business.

  • Not as nefarious (or as CSI) as it sounds, our Forensic Accounting is primarily auditing and investigating your financial records to get your current books accurate and up to date.

    • Locate & Reconcile All Available Financial Statements

    • Review & Reconcile Invoices

    • Review & Organize Your Paper Trail
      (Email, Receipts, Physical Mail, etc.)

  • Living in the land of spreadsheets teaches one to be organized, accurate, and up-to-date. We help clean up and organize your past financial records.

    • Clean Up Vendor Lists & Records

    • Clean Up Client Lists & Records

    • Create a Backup of All Reports

  • Quickbooks Business Account Set Up

    While compiling and organizing your financial records, we transfer them to your Quickbooks Business Account.

    Set Up Bookkeeping Processes

    We implement and train you on some Bookkeeping Best Practice Processes to help keep you on track in the future.

    Create a Calendar to Track Expenses & Important Dates

    We set up a calendar to help you visualize what dates recurring, or one time payments are due and remind you before they hit your account. This calendar can also be synced with your daily calendar.

Payroll & Employee Management

You keep your people employed, we keep them paid.

  • Quickbooks Payroll Set-Up
    We get you setup and synced with a Quickbooks Payroll Account.

    Enter Employee(s)
    We enter your employee information into your payroll account.

  • We execute your payroll ensuring your people get paid the right amount, at the right time, accounting for all applicable taxes, fees, gov’t insurance etc.

    • Manage Payroll Taxes

    • Manage Workman’s Comp Ins.

    • Manage Unemployment Ins.

    • Manage Payroll Expense

    • Prepare Report(s) for Tax Accountant Annually

  • We manage and maintain your records regarding the people you employ and their benefits.

    Manage & Maintain Benefits
    (ie. Health Insurance, 401k, etc.)

    Manage & Maintain PTO & UTO
    (Paid Time Off & Unpaid Time Off)

    Policy Creation & Implementation
    (Your business’ best practices made official, put into place, and recorded for reference)

    New Hire Onboarding Paperwork
    Getting your contracts, questionnaires, NDAs, etc. setup and ready to send to potential new hires.

    New Hire Training Plan Implementation
    We work with you to put together a training plan (can be done via Trainual or the like) to implement and measure training protocols

HR & Business Management

People and Office Management as a Service... who knew?

  • Policy Creation & Implementation
    Your business’ best practices made official, put into place, and recorded for reference

    PTO & UTO Management
    (Paid Time Off & Unpaid Time Off)

    Hiring & Firing
    With your direction, we help record, organize, and store employee information & incidents. This provides an employment paper trail to protect the business in the case of hiring & firing employees.

    Manage Job Postings
    With your direction, we help gauge applicants, set interview times, conduct interviews, and correspond with applicants regarding acceptance or declining.

    Manage Glassdoor Reputation
    Monitoring and Surveying employees periodically to help resolve potential negative reviews before they happen, and promoting positive reviews to be left on company profiles.

  • Inventory Management

    Office Organization
    Stock Closet, Desk Arrangement, Pantry Restocking,

    Files & Records Storage
    Cloud Backups & Organization, Physical to Digital Conversion & Organization, etc.

    Company Vehicle Management
    Keep record of and monitor employee usage, vehicle maintenance, insurance claims, etc.

    New Office Move
    (research options, schedule movers, handle mail forwarding, etc.)

    Office Event Planning
    Holiday Parties, Client Appreciation Event, Team Building Exercises, Office Olympics, etc.

    Design & Manage Swag Stock
    Embroidery, Silk Screening, Vinyl Cutting, Pens, Mugs, Helmets, Sticker, etc.

    Design & Manage Uniform Stock
    Track inventory of company uniform materials, Manage employee pre-orders, shipping & storing logistics, etc.

  • Create & Manage Calendar

    Schedule & Manage Travel

    Schedule and Manage Appointments/Meetings

Other

Is there something you need assistance with that you think we could help with? We’d be happy to hear it!

Please fill out the contact form and we will get back to you shortly.