Setting you free to pursue your dreams

We provide a number of critical services geared toward small businesses and independent professionals:

Business Start-Up and Maintenance

• Licensing, Tax ID numbers, choosing a legal entity, operating agreements
• Start-up costs, timing and personal financial needs
• Financial modeling and forecasts
• Books and recordkeeping systems aimed at keeping records up-to-date
• Find and work with banks, VCs and other funding sources

Business Planning

• Budgets - expense planning and variance reporting
• Cash flow management and analysis
• Benchmarking strategies for efficiency and profitability
• Capital expenditure budgeting and analysis
• Evaluation of operational efficiencies
• Accounts payable/receivable management and analysis

Tax Returns for Federal, State and County

• Sole Proprietors
• S Corporations
• Partnerships
• 1099s / 1096
• Sales / B&O Taxes

Business Consulting

• Set action plans and meet milestones
• Link marketing plans with financial plans
• Coaching