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New Business Essentials Guide

As Certified Public Accountants and consultants, we are frequently asked questions about how to form a business and how to efficiently and profitably operate an enterprise. To help answer the questions most often asked, Wegner CPAs has developed the New Business Essentials guide. We hope you find it useful as a reference manual in developing your business, be it a new or existing enterprise.

New Business Essentials GuideTable of Contents Preview

  • Requirements of a Successful Enterprise
  • Evolution of a Business
  • Form of Organization Comparison
  • Books and Record Keeping
    • Setting Up Your Records
    • Record Keeping
    • Effective Records
    • Tax Identification Number
    • Records of Employers
    • Record Retention
    • General Record Retention Guidelines
  • Tax Considerations
    • Applications and Tax Forms
    • Income Tax
    • Payroll Tax
    • Doing Business in Other States
    • Sales and Use Tax
    • Real Estate and Personal Property Tax
  • Employment Considerations
    • Avoiding Employee Relations Pitfalls
    • Employee Handbook
    • Wisconsin New Hire Reporting
    • State and Federal Workplace Posters
    • Other State and Federal Agencies
    • Compensation Planning
    • Comparison of Common Defined Pension Contribution Plan Features
    • Fringe Benefits
    • Insurance Benefits
  • Managing Your Business For Success
    • Budgeting and Cash Flow Planning
    • Obtaining Financing
    • Break-Even Analysis
    • Utilizing Excess Profits and Cash Flows
  • Wegner CPAs Assistance
  • Appendix A: Small Business Resources on the Web
  • Appendix B: Sample Chart of Accounts

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The information and suggestions in this New Business Essentials Guide, presented by Wegner CPAs, are subject to constant, and sometimes substantial change and, therefore, should serve only as a foundation for further investigation and study. All information, procedures, and forms contained in this manual should be carefully reviewed and should serve only as a guide for use in specific situations.