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Beyond the core three
Beyond bookkeeping and tax returns, businesses carry an ongoing layer of registrations, filings, and recordkeeping that keeps them legally able to operate — from initial formation through annual reports and internal documentation. Compliance services cover that administrative layer.
Overview
Business compliance services handle the registrations, filings, and records that keep a company in good standing, such as formation, EIN registration, annual reports, and deadline tracking. Juris CFO provides this administrative support, not legal representation.
Business compliance services keep the administrative layer current: business registration compliance, EIN setup, and an annual report filing service tracked on one calendar. Small business compliance rules vary by entity type and state.
Compliance is separate from bookkeeping and tax returns, and requirements are confirmed with the team after a consultation.
Getting Organized
A business compliance checklist works best as a living calendar. Adjust it for your entity and states. Internal controls for small business, such as approvals and reconciliations, belong on it too.
What's included
What you get
Custom quote — scoped to your needs
Look closer
Registering a new business entity with the state, including support choosing an entity type.
Learn moreObtaining a federal Employer Identification Number (EIN) for a new or restructured business.
Learn morePreparing and filing the annual or biennial reports most states require to keep a business entity in good standing.
Learn moreTracking the recurring registrations, licenses, and filing deadlines that apply to your business.
Learn morePreparing documentation and records for a financial, tax, or regulatory audit.
Learn moreReviewing the processes and approvals around your financial records to identify gaps and recommend improvements.
Learn moreGood fit
Not included
Before you reach out
It is the set of registrations, filings, licenses, and records that keep the company in good standing. Juris CFO supports the administrative side and does not provide legal advice.
Confirm your state's due date, review entity details such as registered agent and address, then file and pay the fee through the state portal. Rules vary by state; Juris CFO can prepare and submit it.
Depending on the state, consequences can include late fees, loss of good standing, or administrative dissolution. Check your state's requirements. Juris CFO tracks deadlines so filings go in on time.
No. Compliance covers registrations, annual reports, and records; tax preparation files income and business returns. Juris CFO treats them as separate services and coordinates between them.
No. It is a written review of how transactions are recorded and approved, with practical recommendations. It is not a certified audit opinion, and Juris CFO does not represent clients before regulators.
Not quite right?
Recording every transaction accurately, so the numbers underneath your business are never in question.
Learn moreTurning recorded transactions into reviewed, reconciled, and explained financial performance.
Learn morePreparing personal and business tax returns based on your recorded and reviewed financial information.
Learn moreSenior-level oversight of your accounting function — without hiring a full-time controller.
Learn more