Small Business Advising

We work with small business owners to help them manage and grow their business. We start with providing an initial startup package to help new business owners understand their financial responsibilities in the following areas:

  • S mall business entity selection
  • T axation of a small business
  • A ccounting and recordkeeping requirements
  • R eview of the business plan and business ideas
  • T raining on QuickBooks accounting software
  • U nderstanding business owner benefits
  • P ayroll reporting requirements for hiring employees

After a new business is launched, it’s important that small business owners know their numbers to determine if the business is operating at a profit or a loss, what the profit margin is, and if the business is operating efficiently. We provide advisory services for existing businesses in the area of financial management, which includes revenue, profits, cash flow, and pricing. Our services are designed to help small business owners run a successful business and:

  • Gain confidence and understanding about the financial results of their businesses
  • Take action to increase their revenues and profits
  • Price products and services accurately to meet desired profit margins
  • Learn ways to speed up cash flow and reduce debt

To learn more about our small business advisory services, call today at (727) 391-7373.