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Setting Structure Expectations
- Ownership Authorization
- Mutual Non-Disclosure
- Know Your Client
- Setting Expectations
- Client Goals & Outcomes
- Corporate Resolution
- Engagement Overview
- I-9 completion
- Compliance Verification
- Corporate Bio
- Google Drive Folder
- Strategic Coaching Session
Maximum upload file size: 1 GB.
Recommended Assessments
- 5 Factor Model Overview
- 5 Factor Model Test
- Upload Results
- ENNEAGRAM Overview
- ENNEAGRAM Test
- Upload Results
- Multiple Intelligence
- Multiple Intelligence Test
- Upload Results
- Learning Style Overview
- Learning Style Test
- Upload Results
- Personality Type Overview
- Personality Type Test
- Upload Results
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Organization Structure
- EIN Audit/Creation
- EIN Publication
- EIN Overview
- Change in EIN?
- EIN Verification
- Small Biz Tax Info for IRS
- E-Verify Overview
- E-Verify Assessment
- E-Verify Enrollment
- SSA Biz Services PDF
- SSA BOS Help
- SSA Sign-Up
- Dep. of Labor U.S.
- Workplace Posters
- Labor Standards
- U.S. Treasury Compliance
- State Revenue Sign-Up
- City/County Registration
- LLC Tax Guides
- Employment Tax
- Incorporated Tax Guide
- Federal Permits
- State Permits
- Local Permits
- Industry Permits/Licenses
- Federal Payments
- SBA Minority Certifications
- 1099 vs Employee
- Employee or Not?
- Training Material Only
- HIPPA Overview
- HIPPA Facts
- HIPPA & Your Company
- OSHA Overview
- OSHA Facts
- OSHA & your company
- EEOC Overview
- EEOC Facts
- EEOC & Your Company
- Consumer Law
- Consumer Law Facts
- Consumer Law & Biz
Maximum upload file size: 1 GB.
Key Statements
- Company Factsheet
- Corp. Soc. Responsibility
- Message to Community
- LGBTQIA+++
- Climate Change
- Message from CEO
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Maximum upload file size: 1 GB.
Sub-Client Portal
When you form a business as a corporation, the company becomes a separate legal entity. Your name is no longer valid when you’re signing contracts between the business and another party. Representatives must be authorized to sign for the company. These representatives can include board members, managers, and other personnel. If an employee who hasn’t been authorized signs a document or contract on the company’s behalf, this can cause legal troubles. Not every employee is an authorized business representative. Someone who doesn’t have the authority to make important business decisions shouldn’t be signing legal documents or contracts for the company. Managers with more responsibilities, such as a manager who serves as a corporate officer, may be authorized by the owner of the business to sign.
