| Start-up
Planning & Projections |
Consultation
regarding choice of entity, cash flow and budget,
operating procedures, accounting systems, payroll
service. Also may include formal presentation of Pro
Forma Financial Statements for Banks or SBA Loans. |
| Consulting
– Taxes |
Early
discussion with management to project year-end taxable
income and to look at various methods of reducing taxes
within the framework of sound business decisions and
cash flow requirements. |
| Consulting
– Operational |
May
include help with any of the following: staff, employee
benefit and retirement plans, location, work flow,
purchases, marketing or any day to day issue as it
effects the overall financial view of the business. |
| Consulting
– Write-Up |
Compilation
of the financial statements of a business based on
journals and information prepared by management and
bookkeepers. |
| Valuations |
Analysis
of the historical and projected financial strength of a
business in order to establish
a fair market value for buyer or seller. May include
formal computerized analysis to present for loan
considerations to banks or SBA. |
| Loan
Application |
Help
in preparing documents such as personal and business
financial statements and other necessary materials for
Bank, SBA or other loans. |
| Buy/Lease
Decisions |
Assistance
in sorting out the important factors when deciding
whether to purchase or lease equipment, machinery or
vehicles. |
| Hiring
Accounting Personnel |
We
will act as your final filter of top candidates to
determine if they possess the accounting or bookkeeping
skills that match your requirements. We also make
recommendations for Independent Contractors if your
needs are currently minimal. |
| Cash
Flow Analysis |
Examination
of your Receivables, Payables and debt structures to
help you make the most of your available cash and to
plan strategy for future cash requirements or
investments. |
| Computer
System Planning |
Our
team of independent computer experts will work with you
to establish the system requirements that fit your
operational and budget profile. |
| Quickbooks
Consulting |
Our
staff can lend a hand from initial set-up of your
company to analyzing problems. Our assistance can be
extended on-site, by disc, phone or e-mail. Go to www.quickbooks.com
for more information. |
| Family
Succession Planning |
Mediation
between generations as they pass the assets and
responsibilities of the family business down the
line. |
| Tax
Preparation |
Preparation
of Federal and state corporate, partnership and
non-profit income tax returns. Preparation or staff
training for sales tax and payroll tax returns. Go
to Paychex for
more. |
