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Business Formation

Helping You Build the Foundation for a Successful Business

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The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells.

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As an entrepreneur, you’re probably a "big picture" person with a vision. You'd rather not deal with nitty gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow.

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The good news is that we're here to help you figure it out.  

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Here's what we do for you:

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  • Determine which business entity best meets your goals and minimizes tax liability

  • Partnership agreements

  • Prepare a cash flow budget

  • Create a business plan to help you secure financing (if needed)

  • Set up an accounting system using software that works for you

  • Create billing systems and implement policies and procedures for collections

  • Make sure you are compliant with state, local, and federal tax laws such as sales and use tax, payroll tax, and Federal EIN (Employer Identification Number)

  • Prepare annual tax returns and quarterly estimated taxes as needed

  • Assist you in filing paperwork for state and local licenses and permits as required

  • Assess your business insurance needs

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Planning for Success--and Profit

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The keys to a successful--and profitable--business are meticulous planning and a methodical approach to running your business.

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Failing to do this in the initial stages of business formation is often a recipe for disaster, and it's the reason most businesses fail. Don’t let it happen to you.

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Say "yes" to making your dream come true.

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