New Business Formation

Helping You Build the Foundation for a Successful Business

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

​

What We Do for You:

• 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

​​

Planning for Success - and Profit

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