Consulting Services for Small Businesses

Financial Forecasts

  • Revenue & Assets Projections

  • Expense & Liabilities Projections

  • Proforma Profit and Loss Statements

  • Proforma Balance Sheet and Cash Flow Statements

  • Short, mid, and long-term forecasts

Budgeting & Cash Flow

  • Sales –  Budget, Actual

  • Expense – Budget, Actual

  • Capital Budget

  • Operating Budget

  • Cash Flow Budget

Audits & Reviews

  • Financial Audits

  • Financial Reviews

  • Financial Compilations

  • Audit and Review Representation

Business Start-up

  • Business entity setup (corp, s-corp, LLC, Partnerships)

  • Business Registration with government entities

  • Create accounting system structure

  • General Business Start-up Consultation

  • Develop and consult on business Standard Operating Procedures

Accounting Software

  • Accounting software platform recommendations

  • Accounting software setup

  • Setup Chart of Accounts, recurring transactions, asset and liability accounts

  • Setup inventory accounts

  • ??? Training on accounting software

Mergers & Acquisitons

  • Prepare financial statement reviews or compilations

  • Prepare and/or review Statement of Business Opportunity

  • Advise on risks and/or opportunities associated with Merger or Acquisition

  • Advise on most advantagous structure of deal

  • Negotiate on behalf of business owner

Ready to talk?

Ready to explore how we can help your business?  Need help with your start-up business? Looking for help to resolve tax issues?

Let’s Talk