A Company you can trust!

One of the mottos in our office is: "If it's not documented...it didn't happen"

MAINTAINING RECORDS

Open a bank account. Deposit startup funds.

You are on your way. You just founded your business. You now have everything you will need to go on to the next step: Open a free business bank account. We got our own business checking account with US Bank. They are in many convenient locations, offer Internet Banking, give you a free Visa Check Card, and best of all - the bank account is free of cost (Basic version - which is more than sufficient for every startup). Assuming that you registered a LLC you can use your own Social Security Number for the bank account and business. This is absolutely legit and Ok as long as you are the only member of the LLC.


Keeping Records of your Hosting Clients is fairly easy!
BUT, ORGANIZATIONAL SKILLS ARE MANDATORY

Suggested office supplies needed!

- Four Drawer File Cabinet
- 100 Three Part File Folders (to get you going!)
- A good printer
- White Paper
- Box of White envelopes & Stamps for hard copy invoicing

Always keep a File Folder for every Client that signs-up (Regardless of how they pay!) Label the file folder with the Client's "Domain Name"

Inside of the Client Folder, keep the following information:

1. Client Sign-up Information (hosting plan info)
2. Hosting Account Access Info (User/Password, etc.)
3. Client e-mail and contact info
4. Payment source and/or receipts from payments
5. Copies of checks (if they are paying by mail) Or, write down the check number, date paid and amount.
6. Paid invoices
7. Contracts or Hosting Agreement
8. Documentation and/or E-mail notices with instructions or agreements for upgradeds, site cancellations etc.

Document "everything". If they call you by phone to upgrade, document the conversation, date it, sign it and then file it in the Clients folder. As your company grows, should you need to reference a prior conversation, you will have your notes! Be thorough.


ACCOUNTING SOFTWARE

We recommend that you purchase some accounting software. Quickbooks, Peachtree or something where you can track invoices, payments and costs.

When filing your taxes, supplying this information to your CPA will be much easier if you have the capabilities of printing out your reports.
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