top of page

Business Services

New Business Formation


Thinking of owning your own business?               


Opening your own business is exciting and thrilling. A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business.


 We help you...

  • Succession Planning

  •  Internal Controls

  •  Prepare an initial business plan to clarify your marketing, management, and financial plans.

  •  Determine your start-up capital needs.

  •  Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you  need to relocate.

  •  Select the right accounting software by evaluating your budget, needs and hardware.

  •  Prepare and file all required state and local licenses and permits.

  •  Prepare and file your application for your Federal Employer Identification Number.

  •  Prepare a Cash Flow Budget so you know exactly how much money you need to keep the business alive each month for the first few years.

  •  Establish billing and collection procedures to maximize your cash flow.

  •  Establish procedures to monitor and control costs.

  •  Setup a home office so you can maximize your tax deductions.

  •  Provide payroll and payroll tax filing when you bring on your first employee.

  •  Identify your business insurance needs.             

  •  Develop a solid Partnership Agreement.


Strategic Business Planning

Expanding a current organization, product or service

Buying a new business, product or service

Turning around a declining business


Part-Time CFO Services                

Enable you put more time to focus on new services, new customers and other core business issues.

Help you better understanding of the financial side of your business.

Improve your decision-making capabilities from clearly seeing the hard and true numbers of your business.  

bottom of page