Resource Center

COVER LETTER TO CLIENT ENCLOSING FORMATION DOCUMENTS
This important letter informs your client of various documents you have prepared for the formation of their new business. It discusses next steps for the client to take, and it sets the stage for a productive and profitable ongoing relationship between your firm and the new company as the company continues to grow and mature.


LETTER TO CPA – NEW BUSINESS FORMATION
This letter informs the CPA of a mutual client’s decision to form a new business, ensuring that the CPA will be involved in establishing the business records.


NEW BUSINESS MEMO
This memo addresses important steps to take once the business is formed.