Use our expertise to help solve other
common business problems. One-time projects include business or practice startup
services, business transaction planning or any number of special situations
where we can help improve the performance or profitability of your business.
Prepare for major business transactions or business strategy changes such as
purchase or sale of a business, merger of practices or a divorce (business or
Written business plan
written business plan for use with key employees, advisors, banks and others.
Bank financing assistance
can assist you in obtaining bank financing by preparing projected financial
statements and introductions to local lenders.
Business startup services
can assist you by coordinating with your legal team (or ours) to prepare the
appropriate documents for corporations or other limited liability entities. We
can also apply for all federal and state payroll tax accounts, prepare an S
corporation election (if needed) and we can help you obtain a business license.
We can write and place employment ads and pre-screen applicants. Other advice is
available on an ad hoc basis as a general business or financial advisor during
the startup phase.
Set up and conversion of accounting systems
As a QuickBooks Professional Advisor, we can help you set up QuickBooks or other
accounting software. Software upgrades and help with changes in software
features is available. Finally, one-on-one training for new personnel or
bookeepers can be arranged.
Coordinate choice of business entity
The choice of business entity (proprietorship, partnership, corporation, etc.)
is potentially the most costly tax decision you can make. We can explain your
choices and coordinate with your attorney.