Advisory Services

We are dedicated to helping new business owners build a strong foundation by educating and advising on several areas of business, including: 

Entity type analysis -   Every business must fall under an entity type. And the structure you choose directly impacts many areas of a business, including business size and operations, taxes paid, how profits are shared, your degree of ownership, and your legal liability. So let us help you start with a strong foundation by identifying the right entity structure for your business. We’ll even handle state and federal form preparation.

Business formation -   Are you ready to start your own business? We can help make that happen. From creating and registering a business name to more complex aspects like entity structuring for taxes to make your new venture profitable.

Using a CPA firm for business formation services ensures it's done professionally and correctly. A business presents significant risks to both personal and business-owned assets. To ensure the business operates with the lowest possible risk, we consider all regulations when forming any new business. It is essential to examine how to structure the business, as it could be more beneficial to create an LLC or an S-Corporation. We help to guide you through the process. 

QuickBooks Setup -   QuickBooks is convenient and efficient. However, yielding benefits depends on the initial setup being performed properly. We can help you leverage and maximize the benefits of QuickBooks use. In addition, we will assist you with streamlining your business' accounting and bookkeeping.

We will ensure you are using all the features QuickBooks offers to manage your finances with confidence. We will set up your chart of accounts and design professional invoices that facilitate prompt payment for your services. And at tax time, you will only need to provide minimal input because QuickBooks keeps up all year, tracking sales and expenses so that your records are always organized.