Startup

• Do you have an idea for a business but not sure how to proceed?
• Have you recently started and have been operating a business but have no or few financial records?
• You have financial records but need to understand what they tell you?

No business is successful without a team of advisors. At a minimum, your team should consist of a CPA, financial advisor, banker and insurance agent, all working toward your success.

With this team we can determine:

• What is the vision for your company?
• The best legal and tax entity
• Federal and state registrations needed
• Financing options
• Bookkeeping and payroll setup In QuickBooks Online and record retention
• IRS record keeping mandates
• Information needed on a monthly and quarterly basis to review how your business is doing
• Budgets and break-even points
• Where have I been financially and how do I get to the next level?