Checklists, Guides, and Tools

Turning Clients’ Compliance Challenges Into Year-Round Revenue Opportunities

Download a comprehensive guide to unlocking a new revenue stream with minimal time and virtually no effort or additional expense to your bottom line.
Corpnet.com/resources/compliance-revenue/

Breaking the Hourly Model

An accounting firm that offers CAS can transform their practice from number-crunching tax return preparation and bookkeeping center to a hub for high-value professional guidance.
https://www.corpnet.com/resources/breaking-hourly-model/

Starting a Business Checklist

A free Guide Written by business attorneys that you can link to or distribute. It’s a perfect startup guide for any small business owner or entrepreneur that may be starting a business.
Corpnet.com/resources/starting-a-business-checklist/

Business Structure Wizard

This easy-to-use free online tool helps small business owners navigate the process of picking the right business structure for their small business. Just answer a series of basic questions about your business and financial plans, and the Business Structure Wizard will recommend the optimal company structure.
Corpnet.com/ssl/business-structure-wizard/

Business Name Search

Find out if the desired business name is available with CorpNet’s free assistance. Requests can be made via form or via phone.
Corpnet.com/start-business/corporate-name-search/

Incorporation Guide

The Incorporation Guide discusses and compares common business structures such as the corporation, the LLC (Limited Liability Company), and Sole Proprietorships.
Corpnet.com/resources/free-incorporation-guide/

LLC Guide

This guide discusses what an LLC is, its benefits, and why you would need one. It also provides a comparison of LLCs to other options such as C corporations and S corporations.
CorpNet.com/resources/free-llc-guide/

Filing a DBA Guide

This guide addresses the benefits of filing a DBA (fictitious business name), choosing a name for your DBA, DBA filing requirements, as well as when and where to file your DBA.
Corpnet.com/resources/free-dba-guide/

Year-End Compliance Guide

As fall and winter approach, now is the perfect time to help clients prepare for year-end compliance and business responsibilities. As an Accountant, CPA, Tax Advisor, Business Consultant, or Attorney, you’ve probably noticed that clients often come to you with questions that go beyond taxes and finances.
https://www.corpnet.com/resources/year-end-compliance-checklist/

Compliance Portal

A free business compliance and monitoring tool open to any small business owner with a new or existing business that helps you stay on top of the many tedious state filing and fees due throughout the year for your small business.
CorpNet.com/ssl/biz/dashboard/

Meeting Minutes & Templates

And last but not least, we have tons of free templates available for creating meeting minutes and compliance documents. Did we mention they are all free?
Corpnet.com/meeting-minutes/