» STARTING / REGISTERING
A business is a legal entity. There are different types of business entities, each with unique benefits and limitations. We can help you understand which structure is the best fit for you, and then help you with local and state registrations, licenses and permits.
» KEEPING BOOKS / RETAINING RECORDS
A straightforward setup for keeping track of your income and expenses is essential. If it easily tells you how you're doing and is appropriately organized to streamline your tax preparation, it's a thing of beauty. We're great at setting it up for you and periodically checking in with you to pinpoint any bookkeeping errors or help you avoid tax-time surprises.
A financial plan that actually works. A clear picture of your cash flow each month. A clear answer to "what if I hire another person." We know what to ask and how to ask, so the budget you create will actually provide that clear picture you need.
» UNDERSTANDING FINANCIAL STATEMENTS
Financial statements tell a story that can be difficult to decipher. We truly enjoy helping our clients understand their financial statements in a common sense way.
» GROWING / SECURING FINANCING
Is your business ready for a bank loan or line of credit? We can help you answer that question, and help you present your business information to lenders.
» SELLING / EXITING
What is your best strategy to exit or sell your business? The answer is unique to you. We can help you identify options and chart a course.