Advisory services
Running a Business is complicated. We Simplify It.
There’s no set path or guidebook for starting and running a business. Entrepreneurialism can feel lonely and uncertain, but it doesn’t have to be. Whether you’re just starting out or you’ve been running your business for a while, we can help you make the key decisions you need to run a successful business. With us, you won’t just get an advisor, but a trusted partner who genuinely cares about your business and makes the same decisions for you that we would for our own company. Our goal is your success.
Many important business decisions happen before you even start, such as the correct business entity, state of incorporation, and other choices that will financially impact your company. Other tricky matters can pop up months and years into running a business, such as employee benefit plans, insurance policies, or investor reporting. Whatever you may need help with, our collective years of business expertise means that we’ll be able to help you make the right decisions.
ADVISORY SERVICES
Scope of Work
- Assist with Company Formation – determine most advantageous type of business entity, apply for FEIN, chose state of incorporation and assist with registration, assist with any required business licenses, sales tax or withholding tax applications
- Assist With Accounting Software Selection and Set Up
- Business Strategy and Planning
- Budgeting and Forecasts
- Compensation Planning
- Employee Benefit Plans and Health Insurance Plans
- Develop Formal Accounting Policies and Procedures
- Recommendations for banking, lending and investment relationships, insurance referrals, Investor or Grant reporting, Board of Directors reporting and representation
- Profitability Analysis, break even calculations, financial ratios, Key Performance Indicators (KPI)
- Analysis and Strategy for Growth
What You'll Need to Provide
- Bank and Credit Card Statements
- Access to accounting software or complete ledger
- Access to third party vendors used for sales (POS, merchant sales, bill.com etc.)
- Access to vendor invoices, payables etc.
- Payroll Documents – including payroll reports and monthly, quarterly, and annual tax filings
- State annual reports, personal property filings, business license filings
- Federal and state tax filings
- Corporate documents - FEIN #, articles of incorporation, bylaws, resident agent, list of shareholders, board of directors, members, managers etc.
WHY US?
Your Parter in Success
Our firm is committed to providing our clients with a personalized client experience. Service, care and professionalism are at the forefront of all we do. We strive to build a trusted partnership by advising you on best business practices so you can have peace of mind about your organization’s efficiency and focus on your core mission.
01
02
Cost Optimization
Whether we are laying the groundwork for financial success or analyzing your current finances, we’ll make the right choices to optimize your expenses and make sure that you’re running as efficiently as possible.
Increased Growth
We’ll help you make the right decisions to streamline your operations. With your operations running smoothly, you’ll have the bandwidth to identify and take advantage of growth opportunities.
03
04
Organizational Effectiveness
We’ll make sure that your procedures are as efficient as possible. By implementing a system of checks and balances within your company, we’ll help you avoid costly mistakes and have confidence in your reports.
Decision-Making Confidence
Our expertise will give you peace of mind in making complex decisions. Additionally, you’ll have a bird’s eye view of your financial and operational health which will grant you the confidence to make key decisions.
01
Cost Optimization
Whether we are laying the groundwork for financial success or analyzing your current finances, we’ll make the right choices to optimize your expenses and make sure that you’re running as efficiently as possible.
02
Increased Growth
We’ll help you make the right decisions to streamline your operations. With your operations running smoothly, you’ll have the bandwidth to identify and take advantage of growth opportunities.
03
Organizational Effectiveness
We’ll make sure that your procedures are as efficient as possible. By implementing a system of checks and balances within your company, we’ll help you avoid costly mistakes and have confidence in your reports.
04
Decision-Making Confidence
Our expertise will give you peace of mind in making complex decisions. Additionally, you’ll have a bird’s eye view of your financial and operational health which will grant you the confidence to make key decisions.
WHO WE HELP
Case
Our Business Advisory service is perfect for you if…
- You’re trying to make complex decisions and need professional guidance
- You’ve gotten your business this far on your own and want an expert eye
- You need to double-check that you are making the correct decisions regarding complex matters such as employee benefits and insurance.
- You’re ready to start a business, but you’re not sure what type of business you want to create
Industries
- Law Firms
- Legal Consultants
- Restaurants
- Construction Firms
- Interior Designers
- Athletic and Leisure Clubs
- Retail
- Estates
- Trusts
- And more!
Organization Size
- Small to Medium Sized Businesses
- Solopreneurs
- Nonprofits
We Work With Your Software
Our firm has experience with many different accounting softwares. Our expertise allows us to plug into your systems quickly and efficiently so that we can get started right away. Don’t see your accounting software on the list? Don’t worry. We’re always willing to learn new programs and we’ve done it enough times to know we’ve got your back.
- QuickBooks Online
- QuickBooks Desktop
- Time Matters
- Pro Law
- TimeSlips
- Sage for Construction
- Jonas
- ADP
- Bill.Com
- Expensify
- Clockify
- Harvest
- Printboss
- Toast
- Square
- ProConnect Tax
- Digits
- Counsel Link
- Serengeti Legal Tracker