New Business Advisory Services

Ensuring a strong foundation for your business is pivotal for its growth and success. Collaborating with a professional CPA firm in your area can significantly benefit your start-up.

If you are in the process of incorporating your company or deciding on the most suitable business structure, receiving expert financial advice is crucial in today's competitive market. Our services tailored for new businesses aim to help you reduce tax obligations, establish effective financial systems, and craft a business strategy to prevent expensive errors. Here's a glimpse of what we offer:

Choosing the Right Business Structure
We'll work with you to identify the most advantageous structure for your company.

Reducing Tax Burdens
We employ tax-saving tactics to decrease your company's tax liabilities, enhancing your profits.

Setting Up Cloud-Based Accounting Systems
We assist in implementing a system that accurately tracks your financial transactions.

Creating a Business Plan
Our team supports you in setting realistic objectives for your business.

accountantstemplate/ New Business Advisory Services

Click & Learn

Incorporation Automatically Manages Finances

Bookkeeping Isn't Necessary Initially

Only Accountants Can Do Bookkeeping

Software Solves All Bookkeeping Issues

Bookkeeping Only Tracks Expenses

Incorporation Automatically Manages Finances

Myth

Incorporation automatically handles all financial management.

Fact

Incorporation provides a legal structure, but proper bookkeeping is essential for managing finances.

Bookkeeping Isn't Necessary Initially

Myth

New businesses don't need to worry about bookkeeping right away.

Fact

Effective bookkeeping from the start is crucial for financial health and compliance.

Only Accountants Can Do Bookkeeping

Myth

Only professional accountants can manage bookkeeping for new businesses.

Fact

Business owners can handle basic bookkeeping with proper tools and training, though professional help is beneficial.

Software Solves All Bookkeeping Issues

Myth

Bookkeeping software alone is enough to manage all financial aspects.

Fact

While software aids in bookkeeping, understanding financial principles and maintaining accurate records is essential.

Bookkeeping Only Tracks Expenses

Myth

Bookkeeping is only about tracking expenses and income.

Fact

Comprehensive bookkeeping involves managing invoices, payroll, taxes, and financial planning, ensuring overall financial health.

Adult Day Care Coverage

Risk Factors

You may have to pay them for their services from your pocket if you hire a caregiver.

Solution

Policies may cover community care, which usually means adult day care, so you don’t need to pay them all by yourself.

Modifications to House Coverage

Risk Factors

You may need to build a wheelchair ramp for one of your family members because of their medical conditions.

Solution

Some policies may even pay benefits to family members who act as caregivers or cover home modifications, such as adding wheelchair ramps or installing safety devices.

Click & Learn

Incorporation Automatically Manages Finances

Bookkeeping Isn't Necessary Initially

Only Accountants Can Do Bookkeeping

Software Solves All Bookkeeping Issues

Bookkeeping Only Tracks Expenses

Incorporation Automatically Manages Finances

Myth

Incorporation automatically handles all financial management.

Fact

Incorporation provides a legal structure, but proper bookkeeping is essential for managing finances.

Bookkeeping Isn't Necessary Initially

Myth

New businesses don't need to worry about bookkeeping right away.

Fact

Effective bookkeeping from the start is crucial for financial health and compliance.

Only Accountants Can Do Bookkeeping

Myth

Only professional accountants can manage bookkeeping for new businesses.

Fact

Business owners can handle basic bookkeeping with proper tools and training, though professional help is beneficial.

Software Solves All Bookkeeping Issues

Myth

Bookkeeping software alone is enough to manage all financial aspects.

Fact

While software aids in bookkeeping, understanding financial principles and maintaining accurate records is essential.

Bookkeeping Only Tracks Expenses

Myth

Bookkeeping is only about tracking expenses and income.

Fact

Comprehensive bookkeeping involves managing invoices, payroll, taxes, and financial planning, ensuring overall financial health.

Adult Day Care Coverage

Risk Factors

You may have to pay them for their services from your pocket if you hire a caregiver.

Solution

Policies may cover community care, which usually means adult day care, so you don’t need to pay them all by yourself.

Modifications to House Coverage

Risk Factors

You may need to build a wheelchair ramp for one of your family members because of their medical conditions.

Solution

Some policies may even pay benefits to family members who act as caregivers or cover home modifications, such as adding wheelchair ramps or installing safety devices.

Ongoing Small Business Advisory

We offer continuous advisory services to ensure you remain aligned with your business objectives and enhance profitability.

Discuss the prospects of your new venture with us. Schedule a no-cost initial meeting to discover more about how we can support the launch and growth of your business.