Strategic Business Planning

Strategic Planning is an important part of managing your business.  We will help you assess the strengths and weakness of your business, and help you create short-term, intermediate-term and long-term planning with accompanying budgets and other financial metrics to help you manage the business to your vision.

New Business Formation

We will consult with you to determine the proper form of organization (Corporation, LLC, S Election etc.) from a tax and accounting perspective.

We will assist you in registering your various tax account numbers

We will assist you in setting up your accounting systems so that you are able to generate meaningful reports to help monitor and manage your business.

Non-Profit Organizations

We work closely with non-profit organizations to assist with budget preparation, financial reporting, general accounting and the preparation of tax form 990.

We work closely with founders of a new non-profit organization to obtain approval form the Internal Revenue Service

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