Small Business and Professional Practice

Accounting and Consulting


Objectivity and Clarity

Why trust your CPA as your Business Coach? The very nature of a CPA’s training is to provide the objectivity pertaining to the client’s endeavor that typically, the client is unable to provide themselves. The hardest part of any business venture is providing the objectivity and clarity necessary in making strategic and often difficult business decisions. The whole point for both start-up and existing businesses is to grow and be profitable, today, tomorrow and when the client is ready to sell. Among the services I offer are:

  • Assistance in providing or developing business plans.
  • Assistance or involvement in analyzing location of business.
  • Assistance in obtaining necessary funding for business both short term and long term.
  • Assistance in choice of attorney for the necessary legal requirements for entity structure and creation based on federal, state and local regulations.
  • Assistance in assessing the financial health of the business on a monthly and yearly basis through meetings, telephone consults and financial statements.
  • Assistance in meeting federal and state filing requirements of entity returns, sales tax reports, payroll tax reporting, business license reports, and personal property returns.
  • Tax preparation and returns.
  • Bookkeeping and payroll assistance.
  • A strategic funding relationship with Bank of America and other financial organizations.