- 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?