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BACK
OFFICE RECORDS FRAMEWORK PROTECTS YOUR BUSINESS

DONE4U DOCUMENTATION SYSTEM DESIGNED TO ORGANIZE YOUR BUSINESS'S BACK OFFICE RECORDS.

TAX DOCUMENTATION FRAMEWORKS

DONE4U DOCUMENTATION SYSTEMS DESIGNED TO CAPTURE & CREATE THE EVIDENCE FILES NEEDED TO SUPPORT TAX DEDUCTIONS.

* THE AUGUSTA RULE
​* HIRE YOUR CHILD
* MILEAGE, TRAVEL, MEAL, GIFT
* 20% DEDUCTION

OUR DOCUMENTATION FRAMEWORK BRINGS STRUCTURE & ORDER
TO
BACK OFFICE DOCUMENTS  

SO

YOU KEEP MORE OF YOUR REVENUE!

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What Type of BACK OFFICE Documents need to be Organized to protect WEALTH & REVENUE?

  1. Formation Documents

  2. Organizational Articles & Documents

  3. Minute Book & Written Consents

  4. Business Authority Chain

  5. Founder Payment Schedules & Rules

  6. Banking Documents

  7. Business Investment Decisions

  8. Accounting Basis Documentation

  9. Tax Election Standard

  10. Loan Decisions, Policies & Payment Plans 

  11. Professional Engagement 

  12. Sole Source Procurement 

  13. Environmental Site Assessment 

  14. Capital Expenditure Budget 

  15. Intellectual Property & Trademark Decisions 

Sample Corporate Governance Document

  1. Technology Strategy 

  2. Privacy Program 

  3. State Annual Report & Filing Standard

  4. Risk Appetite Statement

  5. Code of Ethics Standards

  6. Workplace Safety Program

  7. Business Succession 

  8. Demand Letter Protocols

  9. Officer Appointment 

  10. Mission, Vision, and Value Statements 

  11. New Line of Business Standard

  12. Brand Guidelines 

  13. Client Engagement

  14. Market Assessment Protocols

  15. Letter of Intent Standards

Such Documents Need to be on File & Easily Accessible at a Moments Notice. 
SO MUCH OF YOUR BUSINESS VALUE IS TIED TO YOUR RECORDS & HOW COMPREHENSIVELY THEY ARE STRUCTURED...
RECORDS SPEAK ABOUT YOUR PAST, REFLECT YOUR PRESENT & AFFECT YOUR FUTURE!

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ORGANIZED DOCUMENTATION DELIVERS
                                           Sustainable Value

Protect Personal & Business Assets

Asset Protection and Corporate Formality Compliance services

  1. Good Business Documentation Practices are part of Good Corporate Formality Compliance.

  2. These Practices Protect the Corporate Veil by showing you treat your business with respect and as a Separate Legal Entity, as courts require. 

 

OAKHAVEN'S DOCUMENTATION SYSTEMS Provide Business Owners Ready Made Systems that Support Corporate Formality Compliance

DONE4U AUDIT DEFENSE:
Invaluable Assets

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