Business Consulting
Start, Grow and Sell Your Business
Whether your story is just beginning or you are ready to close the book, there is a page for our services where we can help you attain the ending you desire!
What CHAPTER is your business in?
If you identify a gap in any of these measures, it’s time for a conversation!
| START | GROW | SELL |
| Select business entity & tax status | Reduce taxable profit | Show discretionary spending |
| Comply with IRS/State Taxes | Manage payroll & cash flow | Complete a business valuation |
| Accurate bookkeeping | Financial Planning | Adjust tax planning for income |
| Reconcile and monitor accounts | Pay estimated taxes | Identify cash/credit opportunities |
| Know your bottom line monthly | Budgeting and forecasting | Review loans/borrowing options |
| File taxes accurately & on time | Scale & market your business | Document operating procedures |
| Review insurance requirements | Customized CRM hosting | Create HR manuals and plans |
| Recordkeeping requirements | Data security and redundancy | Implement continuity plans |
| Enforce contracts and agreements | Protect what your assets | Legal Due Diligence |
| Email and domain services | IT Cloud Integration | Post-Acquisition Planning |
| VOIP, SMS Integration & Phones | Document Management | Post-Acquisition Implementation |
The very first step should always be to connect with an Accountant you can Trust and Rely Upon.
WHEN should you connect?
Before you do ANYTHING or have any clients.
Our advice is free and we help you start correctly. There are conversations to be had about collecting revenue, credit card fees, invoicing, banking, start-up expenses and asset depreciation.
Before there is any profit.
Most concerns are in the beginning and we can help owners write off their losses correctly. Our fees start at $50 per month – we are affordable!
And,
Before the first year ends to ensure taxes are filed correctly; on time and without penalty.
After you have clients. You may need to collect sales tax or monitor accounts receivable.
When you have profit so that taxes can be discussed and reduced.
When you hire employees to avoid issues, pitfalls, and penalties.
Before you decide to sell your business so we can help you report and increase its value.
When you are looking to buy a new business so we make starting over simple.
We can connect you with our team of partners to assist with:
- Budgeting and Forecasting
- KPI Measurements (Key Performance Indicators)
- CFO Assistance As Needed
- Business Valuation
- Exit Planning Strategy
- Selling or Acquiring a Business
- Financial Planning, Retirement and Investments
- Business and Personal Financial Strategy
