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Table of Contents

Key Points

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Potential Value Opportunities


mission 

Jim Mason

as a financial coach, my focus is trying to help working and middle class people understand their options, build and execute their own financial plans to meet their goals. I believe those 2 groups are underserved by government.



Other Providers



https://ledgerlogic.us/services

business organization creation 

New Business Formation

Understand the differences between LLCs, DBAs, and corporations.  What is unique about each structure, protections, taxation, and drawbacks to consider. 

Management


  • Comprehensive Bookkeeping
  • Full-Service Payroll
  • Ledger Reconciliation
  • Financial Statements
  • 1099's

Advisory

Empower key decision-makers with valuable insights of their company's financial standing and profit-generating capabilities.




Potential Challenges



Candidate Solutions

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