Professional Business Services

Professional business services tailored to your specific needs

We partner with you to help you successful in your business bringing wide range of experience on different domains.

New Business Formation

Thinking of owning your own business?

Opening your own business is exciting and thrilling. It's everything that comes after the excitement and thrill has worn off that dictates whether a small business will make it or not. It's up to you to maintain and stretch out the "thrill and excitement" period forever.

A methodical plan of action is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take. We help you avoid the common pitfalls that many new small business owners make when starting their new venture.

We help you...

  1. Prepare an initial business plan to clarify your marketing, management, and financial plans

  2. Determine your start-up capital needs

  3. Identify sources of start-up capital and backup sources if needed

  4. Evaluate and quantify your borrowing power so you know how much money you can get your hands on if needed

  5. Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate

  6. Select the right accounting software by evaluating your budget, needs and hardware

  7. Prepare a Cash Flow Budget so you know exactly how much money you need to keep the business alive each month for the first few years. Unplanned cash requirements are always emotionally painful

  8. Establish billing and collection procedures to maximize your cash flow

  9. Establish procedures to monitor and control costs

  10. Setup a home office so you can maximize your tax deductions

  11. Prepare and file all required state and local licenses and permits

  12. Prepare and file your application for your Federal Employer Identification Number

  13. Provide payroll and payroll tax filing when you bring on your first employee

  14. Comply with employment laws so you don't get hit with fines and unhappy employees

  15. Identify your business insurance needs

  16. Develop a solid Partnership Agreement. This is an extremely important document for all new partnerships and will help prevent a tremendous amount of financial and emotional problems down the road

 Let us help you succeed by getting your new business off to a good strong start.

Part Time CFO Service

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $70,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

Here's what you get with our Part-Time CFO services...

  • More time to focus on new services, new customers and other core business issues

  • Better understanding of the financial side of your business. So you have less surprises and more control over the money

  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business

  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans

  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business

  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits

  • Training and managing your accounting staff

  • Improved quality and timeliness of financial information

  • Budget preparation and monitoring

  • Profitability analysis by service or product line

  • Tax saving strategies

  • Trend analysis

  • Assistance in defining long-range plans and the quantification of goals

  • Cash management

  • Liaison with bankers, attorneys, vendors, insurance agents, etc.

  • Assistance in obtaining financing from banks, including assistance with negotiations

  • Development of company accounting procedures