Helping You Build The Foundation For a Successful Business
New Business Formation
The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells.
As an entrepreneur, you’re probably a "big picture" person with a vision. You'd rather not deal with nitty-gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow. The good news is that we're here to help you figure it out.
The keys to a successful – and profitable – business are meticulous planning and a methodical approach to running your business. Failing to do this in the initial stages of business formation is often a recipe for disaster, and it’s the reason most businesses fail. Don’t let it happen to you.
- Determine which business entity best meets your goals and minimizes tax liability
- Partnership agreements
- Prepare a cash flow budget
- Create a business plan to help you secure financing (if needed)
- Set up an accounting system using software that works for you
- Create billing systems and implement policies and procedures for collections
- Make sure you are compliant with state, local, and federal tax laws such as sales and use tax, payroll tax, and Federal EIN
- Prepare annual tax returns and quarterly estimated taxes
- Assist you in filing paperwork for state and local licenses and permits
- Assess your business insurance needs
Planning for Success and Profit
We're here to help you succeed
As your trusted financial advisor, our job is to help you and your business succeed. If you're ready to take your business to the next level, improve cash flow, increase the profitability of your company, and focus on growing your business, we are here for you.