1
Fill Out QuestionnairePlease fill out our confidential questionnaire to see how we can help grow your business.
https://www.shermansconsultingfirm.com/questionnaire.html |
|
Yay! We’ve partnered with @afterpay you can shop now and pay later. Always 4 interest-free installments here is the link: https://square.link/u/k1NZcKaK
1. Fee Disclaimer: All local, state, county, federal, and licensure fees are separate and not included in the coaching package. Customers are responsible for paying these fees to the relevant entities.
2. Coaching Sessions: The package includes two hourly coaching sessions, which can be conducted via Zoom, Google Meet, or in-person.
3. Business Structure Filing & EIN Obtainment**: Assistance with the process of choosing and filing the appropriate business structure (e.g., LLC, corporation) and obtaining an Employer Identification Number (EIN) from the IRS.
4. Secretary of State Filing Fees: Assistance with paying the necessary filing fees to the Secretary of State for business incorporation. These fees may vary depending on the state and may include annual maintenance fees.
5. DUNS Obtainment: Help with obtaining a Data Universal Numbering System (DUNS) number, which can be important for various business purposes, including government contracts and grants.
6. Contractual Agreement: Provision of a contractual agreement outlining the terms and conditions of the coaching package.
7. Free LLC Operating Agreement**: The package includes a free Limited Liability Company (LLC) operating agreement, which is a crucial document for LLCs that outlines the management and ownership structure.
8. Email & Phone Support**: Support via email and phone during specified hours (9:00 am - 5:00 pm) for questions and guidance related to the coaching package.
9. Facebook Support Group**: Access to a dedicated Facebook support group for networking and support within a community of individuals pursuing business ventures.
10. Starting A Business Guide: A guide to assist customers in the process of starting a business, providing valuable information and insights.
11. Formalized Financial Documents: Assistance with creating formalized financial documents, including cash flow statements, income statements, inventory tracking, and balance sheets, which are essential for financial planning and reporting.
12. No Refunds**: A policy indicating that no refunds are available for the coaching package.
13. Personal Online Portal**: Access to a personalized online portal where customers can access coaching materials, documents, and resources related to their business endeavors.
Fees related to government filings and licensure are not included in the coaching package and are the responsibility of the customers. Additionally, fees may vary depending on the state and the specific requirements for business incorporation.
Yay! We’ve partnered with @afterpay you can shop now and pay later. Always 4 interest-free installments here is the link:https://checkout.square.site/merchant/MLBWHMM1GS0S6/checkout/ILEKVCNSQXTGSLSBCJB6MQJL
1. Fee Disclaimer: All local, state, county, federal, and licensure fees are separate and not included in the coaching package. Customers are responsible for paying these fees to the relevant entities.
2. Coaching Sessions: The package includes four hourly coaching sessions, which can be conducted via Zoom, Google Meet, or in-person.
3. Phone & Email Support: Support via phone and email is available during specified hours (9:00 am - 5:00 pm) for customers to seek guidance and assistance.
4. Business Formation & EIN: Assistance with the process of forming a business entity and obtaining a Federal Employer Identification Number (EIN) from the IRS.
5. Secretary of State Filing Fees: Help with paying the necessary filing fees to the Secretary of State for business incorporation. These fees may vary depending on the state and are subject to change.
6. Entity Creation: Assistance with creating your business entity via the Secretary of State, which could involve registering a corporation, LLC, or other legal structures.
7. LLC Operating Agreement: Provision of an LLC operating agreement if you have chosen to form a Limited Liability Company (LLC). This document outlines the management and ownership structure of the LLC.
8. Bank Account Setup: Guidance on setting up a business checking account for your nonprofit or for-profit business.
9. Unique Entity Identifier: Assistance in obtaining a unique entity identifier, which could be useful for various business purposes.
10. Contractual Agreements: Development of two contractual agreements to formalize business relationships or transactions.
11. DUNS Obtainment: Assistance with obtaining a Data Universal Numbering System (DUNS) number, which is often required for business credit and government contracts.
12. Business Credit Portfolio: Support in building a business credit portfolio, which can be crucial for financing and business growth.
13. Risk Codes: Guidance on understanding and managing risk codes related to your business.
14. Marketing Guide: A guide to help you develop and implement marketing strategies for your business.
15. Business Plan Guide: Assistance with creating a business plan, an essential document for planning and securing funding.
16. Sales Tax Guide: Information and guidance on sales tax compliance for your business.
17. LLC Guide: Additional information and guidance specific to Limited Liability Companies (LLCs).
18. 1-Page Website: Provision of a one-page website to establish your online presence.
19. Sales Tax & Self-Employment Tax Calculators: Tools to assist with calculating sales tax and self-employment tax.
20. Personal Online Portal: Access to a personalized online portal where customers can access coaching materials, documents, and resources related to their business.
21.Facebook Support Group: Access to a dedicated Facebook support group for networking and support within a community of individuals pursuing business endeavors.
22.No Refunds
1. Coaching Sessions: The package includes seven hourly coaching sessions. These sessions can be conducted through Zoom, Google Meet, or in-person, providing flexibility in communication.
2. 50% Down Payment: A 50% down payment is required to initiate the coaching package, which likely covers some upfront costs and secures the services.
3. Business Formation Filing & EIN #**: Assistance with the process of business formation, which may include registering the business entity and obtaining an Employer Identification Number (EIN) from the IRS.
4. Pay the Secretary of State's Filing Fee: The package may cover the cost of filing necessary documents with the Secretary of State, which is typically required when forming a legal business entity. The fee is $99.
5. Bylaws and Constitution: Assistance in creating and formalizing the bylaws and constitution for your organization. These documents outline the structure, rules, and governance of your business or nonprofit.
6. Conflict of Interest Policy: Development of a conflict of interest policy to ensure that decision-making within the organization is impartial and in the best interests of the entity.
7. DUNS # Obtainment: Help with obtaining a Data Universal Numbering System (DUNS) number, which is often required for government contracts and grants.
8.Roberts Rules of Order Guide: Guidance on the use of Robert's Rules of Order, a standard set of parliamentary procedures for conducting meetings and making decisions within organizations.
9. Robert Rules of Order Training: Training sessions on how to effectively use Robert's Rules of Order in your organization's meetings and decision-making processes.
10. Facebook Support Group: Access to a dedicated Facebook support group where you can connect with others who are going through similar business or nonprofit startup processes.
11. Guides: Guides and resources on various topics, including starting a business, human resources (HR), nonprofit management, and marketing. These guides can provide valuable insights and information.
12. Financial Documents: Assistance with creating formalized financial documents, including cash flow statements, income statements, inventory tracking, and balance sheets. These documents are crucial for financial planning and reporting.
13.Personal Online Portal: Access to a personalized online portal where you can access coaching materials, documents, and resources related to your business or nonprofit venture.
Fees related to government filings and licensure are not included in the coaching package and are the responsibility of the customers. Additionally, fees may vary depending on the state and the specific requirements for business incorporation.
Here's a breakdown of the key steps:
1. Name Your Nonprofit: Complete a name and trademark search to ensure your chosen name is available and not trademarked by another entity.Register your business with the secretary of state.
2. Choose Your Statutory Agent: A statutory agent, also known as a registered agent, is responsible for receiving important legal documents on behalf of your nonprofit. For example in Ohio the agent must be a resident of Ohio or a corporation authorized to do business in Ohio.
3. Select 3 Board Members & Officers: Form a board of directors with at least three members who are not related to each other. Your organization must have a president, secretary, and treasurer. The president and secretary positions cannot be held by the same person.
4. Adopt Bylaws & Conflict of Interest Policy: Your nonprofit must create and adopt bylaws, which are the rules governing its operations, and a conflict of interest policy to ensure decisions benefit the nonprofit rather than individual members.
5. **Purpose**: Your nonprofit's purpose must align with one or more of the following categories: charitable, religious, scientific, educational, literary, fostering national/international amateur sports competition, preventing cruelty to animals/children, or testing for public safety.
6. Obtain an EIN (Employer Identification Number)**: An EIN, similar to a social security number for your organization, is necessary for various purposes, including opening a bank account, tax reporting, and hiring employees. You can obtain an EIN from the IRS for free.
7. Apply for 501(c)(3) Tax-Exempt Status: To apply for 501(c)(3) tax-exempt status, your nonprofit must meet specific conditions, including having at least three unrelated directors, filing Articles of Incorporation, adopting bylaws and a conflict of interest policy, and obtaining an EIN. Once these conditions are met, you can file Form 1023 online with the IRS.
8. Pay IRS Fees: There is a fee associated with filing Form 1023 for tax-exempt status. As of your provided information, it mentions paying the IRS $275 for the 1023 EZ Form 501(c)(3) tax-exempt filing.
9. Additional Fees: It's important to note that there may be various other fees associated with the process, such as state, county, and federal fees, as well as fees related to business formation and licensing. These fees are separate from any coaching package and are the responsibility of the nonprofit organization.
|
|