Relocating, renaming or changing banks? We update your business everywhere.
The trusted way to update your business everywhere. Government agencies, licenses, banks, insurers, payroll, vendors, clients and online listings, coordinated by one team with a clear plan and proof of every change.
- A change plan with dates: before, on and after the effective day
- Every filing prepared and submitted, signatures flagged
- A tracker with confirmations you can share with your accountant
One change, dozens of records
Your business details are on file with the IRS, your state, your bank, your insurers, your payroll provider, your licensing boards, your vendors and your customers. Each keeps its own copy and its own process. When one is missed, it shows up later as a tax notice at the old address, a payment to a closed account, a lapsed license or a policy that no longer matches.
Where we help
Every business is different, and your list is built for yours. A typical business update covers:
Government and tax
- IRS (Form 8822-B), including responsible party changes
- State tax, sales tax and withholding accounts
- Secretary of State filings and registered agent
- Unemployment and payroll tax accounts
- Local business licenses and permits
Banks and payments
- Business bank accounts and signers
- Credit cards and merchant processing
- Loans, lenders and SBA
- Payroll provider and direct deposits
- Customer payment instructions
Insurance
- General liability
- Workers’ comp
- Property and commercial auto
- Employee health and benefit plans
Licenses and compliance
- Professional and trade licenses
- Industry registrations and certifications
- Associations and memberships
Vendors and operations
- Suppliers and vendors
- Utilities, phones and internet
- Software subscriptions
- UPS, FedEx and shipping accounts
Customers and online
- Google Business Profile and Maps
- Apple Maps, Bing and Yelp
- Website, invoices and letterhead
- A clear notice to your clients
More than a checklist
Business changes come with deadlines, signatures and people to coordinate. That’s why the business service includes:
A change plan
What goes out before, on and after your effective date, so nothing lapses in between.
One coordinator
A single point of contact who works with you, your accountant and your staff.
Filings and portals
We prepare and submit government forms, update online portals and make the calls.
Notices to others
Ready-to-send letters for vendors and clients with your new details.
Ownership changes
New owners, officers or signers updated with the IRS, the state, banks and licensing bodies.
Proof of every update
A tracker with each confirmation, kept for your records.
Moving a medical or therapy practice? Payers and enrollments need special handling. See our practice moves service.
How it works
Tell us once
Share what changed, when it takes effect and the accounts you know about, on a short call or the form below.
We build your list and do the work
We map every place the old details live and handle each update: online portals, government forms, letters and calls.
You get proof
A tracker shows every update, when it was made and its confirmation. Anything that needs your signature, we prepare and flag.
Questions
What does “from $1,000” include?
Building your full update list, preparing and submitting every update we can make for you, notices for vendors and clients, and a tracker with confirmations. Multiple locations, ownership changes and combined changes are quoted on the call. Government fees, if any, are extra at cost.
Do we have to share passwords?
No. Where a system allows delegated access, we’re added as a user. For the rest, we prepare everything and walk your team through it on a short call.
How long does it take?
We give you a timeline once we see your list. Some places update in a day; some agencies take several weeks. Your tracker shows where each one stands.
We have more than one location.
Tell us in the form. We confirm the scope and price on the call before anything is charged.
Get your business update started
Tell us what’s changing. We’ll get back to you by email or phone.