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New Business Formation

Your Partner in New Business Formation

If you’re ready to start your own business, we can make that happen. From simple tasks such as creating and registering a business name, to more complex aspects like structuring your taxes and finances to make your new venture profitable, we can guide you along your business journey every step of the way. Using a business CPA to help get your business off the ground is a smart choice. Being a loyal friend who encourages and helps plan your success is our choice.

Our Business Formation Approach

There are a number of steps to take when starting a business, and while the process isn’t too complex, utilizing our business formation services ensures it’s done professionally and properly.

Our approach to new business formation is simple: protect you and your assets. A business presents significant risk to all assets, both personal and business-owned. We take into account all regulations when forming any business to ensure the business operates with the lowest possible risk.

It’s also critical to examine how to structure the business, as it could be more beneficial to create an LLC, or an S-Corp. We help lay the foundation for a successful and profitable venture.

Bookkeeping

Your Business Bookkeeping Experts

Operating any business – large or small – requires strict attention to detail, especially when it comes to finances. Business bookkeeping is one of the most critical components of business ownership, yet remains one of the most overlooked aspects. Oftentimes business owners simply find themselves spread too thin to properly tend to and manage the books. Running a business is a full-time job, but you can leave the bookkeeping to us. Let us worry about the numbers so you can focus exclusively on the success of your business.

Our Business Bookkeeping Services

Establishing a clear set of financial goals forms the foundation of our bookkeeping services. We can help you understand not only how much money you’re bringing in, but also what you have going out. This enables you and your business to operate more efficiently, thereby helping you lower costs and maximize profits.

We examine past financial documents and manage current statements to formulate a macro vision of your business on a micro level. Why? Because the foundation upon which you build your business ensures its stability and success for years to come. And your success is our success.

Accounting

Your Small Business Accounting Experts

Accounting is one of the most arduous, yet necessary, components of successful business ownership and management. Done properly, it inevitably consumes a majority of a business owner’s time. You can save that time, however, and reinvest it back into the business by leaving the accounting to us. We can help manage the everyday financial details and expenses so you can continue to work on improving and expanding the business. Let our experience – and not your invaluable time – work for you.

Our Accounting Services

In short, we can tend to all of the bookkeeping and CFO services your business needs.

Our accounting service is all encompassing. The benefits are multi-faceted, but some of the most notable are the consolidation of all financials, and the money saved using our services as opposed to hiring an in-house accountant.

It’s like bookkeeping on steroids. We analyze, maintain and manage your business by the numbers so that you can operate profitably and stress-free.

Tax Strategy

Your Tax Strategy Experts

We work wonders with taxes for individuals and businesses, and we’ve done so for years. We are the smart choice to make when it comes to tax preparation. And that goes for both current and future taxes. We can help you create a strategy to get the most out of your taxes, season after season. This is never just about the here and now. For us, it’s about building a lasting relationship that benefits you for years to come.

Our Approach

We love helping individuals and businesses improve their cash flow and maximize every dollar saved. And while there are a number of ways we can accomplish those goals, tax strategy is one of the most effective.

Our approach begins with a financial evaluation in which we’ll go over income, expenses, financial statements and all documents that will help us get a better understanding of your financial position and goals.

Once we’ve established a foundation from which to build a tax strategy, we will offer customized advice and guidance to take advantage of the most tax benefits.

Tax Preparation

Business Tax Preparation & Planning Services

Business tax preparation and planning tends to be more involved than that of personal taxes, so having us on your team and by your side throughout the process ensures the best possible outcome – and income – for current and future taxes. We will explore and examine every aspect of your business to make sure that no deductions are missed and you’re only paying on what you absolutely have to.

What Tax Prep & Planning Involves

Tax preparation and planning is exactly what it states, preparing and planning for the best possible outcome for this and all future tax years. And the best way to guarantee that outcome is to use our experience and expertise to your financial benefit.

Preparedness is key, in taxes and in life. We don’t just get you ready for the upcoming tax season, we set you up to be in the best possible position for all your financial goals. We prepare you for your grand financial vision through a custom strategic approach to business and tax planning.

Tax Problems

Your Tax Problems Solved

From unfiled taxes to overpayment, we analyze, address and resolve any tax problems that can and do arise. And because we’re always informed and up to date on the newest tax laws, that means you can rely upon us to simplify the process so that future issues don’t present themselves.

Tax Problems We Can Address

Tax problems are relatively rare, but they do come up from time to time. We’re equipped to tackle whatever tax issues our clients may encounter.

Tax problems can range from a simple overpayment or mistake on a return, to an unfiled return. We can fix whatever the problem may be and ensure you don’t make the same mistake twice.

We also have the ability to negotiate tax bills for clients that owe significant back taxes. And if you’re one such individual, we offer a low-cost process to financial liberation.

Forensic Accounting

Your Forensic Accounting Experts

Simply put, forensic accounting is the process of examining financial statements for errors and then correcting whatever mistakes are found. Believe it or not, accounting errors are commonplace in the business world and can wreak havoc on taxes. We can find and solve those problems so your taxes and life are as flawless as possible.

Our Forensic Accounting Process

We make the forensics accounting process simple and efficient. Our goal is finding and fixing, and doing so by leaving no stone unturned, no financial statement unexamined.

The first step is to get to know you and your finances and assess whatever concerns you may have. Once we’ve established a foundation from which to proceed with the process, we then conduct a detailed analysis that includes accounting and litigation support.

Finally, we provide explicit reports of our analysis and offer appropriate legal guidance, in addition to preventative measures to avoid future incidents.

Financial Statement Audit

Your Financial Statement Audit Experts

A financial audit is simply the examination of a business’s financial statements at the request of an entity. Businesses may need or seek a financial statement audit for a variety of reasons. They’re sometimes required by banks, or for compliance, or out of a certain contractual obligation. From that financial examination, a report is derived, which provides the desired information to the requestor. Whatever the reason, and for whomever you may need a financial statement audit, we can provide it.

Our Philosophy

While financial statement audits are generally conducted to appease a separate entity legally, contractually or monetarily, they can prove exceptionally useful internally, as well. Because audits examine a business’s financial statements with a fine-toothed comb, the resultant report can provide detailed financial information that might otherwise be overlooked or neglected in a less comprehensive examination.

Our entire philosophy is predicated upon helping you and your business. And because that’s our goal, all that we do is designed to make sure more money stays where it belongs… with you. And that is achieved through evaluations, strategizing, planning and preparation.

Strategic Business Planning

Your Strategic Business Planning Experts

We love nothing more than helping businesses grow. And we pride ourselves on being there every step of the way. Our business acumen has helped countless businesses expand in both size and profit margins. We collaborate with you to create strategies that chart a course for success, and we’re there to guide you along the way. We don’t simply advise and retreat. We stay the course with you. When we plan, we persist; and when we persist, we succeed together.

Our Business Planning Process

We work with businesses from inception on to ensure their initial and continued success. By advising, examining and guiding accordingly across all phases of business development, we help make success as close to a guarantee as any business can get.

It starts with establishing and structuring a business to take advantage of whatever tax breaks may be available. Once the business is created, we can offer financial strategy, accounting and bookkeeping services to increase profits and maximize every dollar earned. We can even suggest investment and money management strategies to further increase profit margins.