We offer value added services that help you structure and manage your business to its best advantage. We help new businesses get off the ground and provide objective assessments of existing ones. We help you establish policies and procedures to protect vital assets and perform audits to ensure the integrity of your records. You reap the benefit of increased efficiency, control, and insight.
New Business Formation
Are you thinking of joining the ranks of small business owners? Along with a great idea and strong sense of the market you’ll serve, you’ll need a business and financial advisor who can help your dream take flight while keeping your feet firmly planted on the ground.
We can help you:
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Develop or refine your business plan with the associated pro forma financial statements (Balance Sheet, Income Statement, Cash Flow) and budget
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Select a business structure that suits your needs by considering tax advantages, legal exposure, ease of operation, and portability
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Develop partnership agreements, as needed, to avoid financial and/or emotional trauma downstream
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Prepare and file all required state and local licenses and permits.
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Make application for your Federal Employer Identification Number.
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Identify start-up capital needs and available resources to address them
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Examine your borrowing power and provide coaching on how to cultivate a mutually beneficial banking relationship
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Identify your business insurance needs
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Select the right accounting software and establish the appropriate chart of accounts
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Establish billing and collection procedures to maximize your cash flow
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Establish procedures to monitor and control costs
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Provide payroll and payroll tax filing when and if you hire employees
We’re eager to get your business off to a good start.
Contact us to learn more about our New Business Formation services.
Reviews and Compilations
We offer two levels of assessment of your financial statements based on your company’s needs:
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A compilation presents client-supplied data in financial statement format. No assurance is provided by the accountant as no testing, inquiry, or analytical procedures are performed. This service typically serves an internal audience.
A review is a limited investigation to provide some level of assurance that material modifications to the financial statements need not be applied. Testing primarily consists of high level examination, year-over-year comparison, inquiry, and analysis. It does not examine back-up data to substantiate the financial data. A review may suffice for selected outside interests.
Contact us to discuss your needs for financial statement assessment.