Running a business means making financial decisions every day. These are the areas where owners most often ask for our help.
Choosing a business structure
How sole proprietorships, partnerships, LLCs, S corporations and C corporations differ for taxes and liability.
Managing cash flow
Forecasting, managing receivables and payables, and building a cushion for slow months.
Reading your financial statements
What your balance sheet, income statement and cash flow statement are telling you.
Budgeting and planning
Setting realistic goals and measuring results against them.
Financing growth
Preparing for a bank loan or line of credit and presenting your numbers to lenders.
Hiring employees
Payroll setup, employee versus contractor rules and employer tax obligations.
Planning an exit
Succession, selling a business and the tax consequences of each option.
Related services: Business Advisory Services, New Business Formation, Bank Financing.
This page is general information, not tax, legal or investment advice for your specific situation.