Small Business Advising

Our CPA firm provides advisory services to new business owners by offering an initial startup package. We help new business owners to understand their 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

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 areas of revenue, profits, cash flow, and pricing. Our services are designed to help small business owners succeed as they:

  • 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, please call our office today at (727) 391-7373.