Getting in Business
Kashback is an All-in-One business solution. Our agents provide full service. Programs must be paid in full upfront prior to starting unless under a payment plan. Services may be referred to third-party companies for licensed servicing. All third-party referral costs are not included and using our referral is optional.
Logo / Graphics
Social Media Setup
Budget Plan Actual
Business Assets (Depreciation / Age )
Business Bank Acct Setup
Personal Income YTD
Business Income YTD
Sales Tax ID + Paid
SE Taxes Paid YTD
W2 / 401k / Stocks / 1099
Expectations and notes for each subject.
Inventory Spreadsheet Basic
Customs products and service product forms are created for managing inventory and costs.
Create a new copy (instruction above) every week or month to update sales and quantity
Clients are trained to manage financial changes for financial projections, recognize best and worst products, and turn-around.
Business consulting service available from: 10am–6pm, Monday through Saturday
Financial planning service available at: ZOOM meetings or NYC