Incentive may be taxable and reported on IRS Form 1099-MISC. Promotional terms and conditions are subject to change or removal without notice. Axos Bank or Axos Bank for Nationwide checking customers or Businesses that have held an Axos Bank or UFB or Axos Bank for Nationwide checking or savings account in the past 12 months under the same title are not eligible for this offer. Axos Bank reserves the right to limit each primary account holder or business title to one (1) checking account promotional offer per year. To be eligible to earn all or a portion of the cash incentive as part of the promotional offer "NEW400," an application for a Basic Business Checking account or a Business Interest Checking account must be submitted between at 12:00 am PT and at 11:59 pm PT. Past performance of a security does not guarantee future results or success.Īxos Invest LLC, Axos Invest, Inc., and Axos Bank are separate but affiliated companies. Investment risk including possible loss of the principal invested. Insured by the FDIC or any governmental agency, and are subject to Securities and other non-deposit investment products and servicesĪre not deposits, obligations of or guaranteed by Axos Bank, are not Read more information about SIPC on the SIPC web page. All cash and securities held in Axos Invest client accounts are protected by SIPC up to $500,000, with a limit View the background of this firm, or REVIEW our Form CRS. YOU MAY FIND MORE INFORMATION ABOUT OUR FIRM ON FINRA’S BROKERCHECK. Brokerage services and securities products are offered byĪxos Invest LLC, Member FINRA & SIPC. Information about our advisory services, please view ourįree of charge. Registered with the Securities and Exchange Commission (“SEC”). For more information readĪdvisory services are offered by Axos Invest, Inc., an investment adviser The FDIC from other deposit accounts held with the same ownership and/or Allĭeposit accounts of the same ownership and/or vesting held at Axos Bank areĪll deposit accounts through Axos Bank brands are not separately insured by All depositĪccounts through Axos Bank brands are FDIC insured through Axos Bank. Used with permission under the QuickBooks ProAdvisor Agreement.Bank products and services are offered by Axos Bank ®. Intuit, QuickBooks, and QuickBooks ProAdvisor are registered trademarks of Intuit Inc. monthly, quarterly, or annual review of data to make sure you are on track for tax preparation and the necessary management reports to build your business.follow up training to make sure the system is working seamlessly for your business.train you or a member of your staff to use QuickBooks to meet all of your accounting and financial management needs.enter any transactions as of your start date into the QuickBooks system.prepare the list of services, inventory items, non-inventory items, any additional charges, and sales tax that you will bill to your customers.determine your best start date and load balances as of that start date, including outstanding accounts receivable and outstanding accounts payable as of that start date.review your current accounting system and determine your needs, including the setup and design of your QuickBooks accounting management software.When hiring us to setup QuickBooks for your business, you will not lose any time to installation and setup of the system. As well, our expert provides training on the QuickBooks software, increasing efficiency and knowledge of your new accounting method immediately rather than prolonging the inevitable learning curve as your bookkeepers figure out the ins and outs of the system. You don’t have to waste your time, or the valuable time of an employee, taking the time to figure out what methods of accounting you use, what chart of accounts you will need for your business and how to properly enter beginning balances. Our experience allows us to review your current bookkeeping system and your future bookkeeping needs, and then setup your QuickBooks program so that it works for you, flawlessly, right from the start. It’s true, QuickBooks is flexible and easy to use, and although you and/or your staff are probably entirely capable of installing and setting up your QuickBooks software, we have found that most clients prefer the benefits of having a professional get the system up and running for them.
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