Client Portal

Business Startups / Acquisitions

Tax planning and compliance and laying the foundation for an effective accounting and reporting system is crucial for businesses that are just starting out or for newly acquired businesses. Our experience with startups and acquisitions can get your new business off to a good start.

Entity Selection

We can help you choose the most tax advantaged entity type for your new business whether it be a sole proprietorship, partnership, limited liability company, or corporation.  Request a free introductory interview and we’ll spend time discussing the advantages and disadvantages of each.

Registration

Getting your business registered to do business can be a complex, confusing and time consuming process. We can prepare and file all the forms necessary to set up your limited liability company or corporation, and get your business registered and obtain tax identification numbers with the appropriate federal and state revenue and regulatory agencies.

Acquisitions

Considering purchasing an existing business?  We can provide assurance that the purchase price is fair and feasible, provide guidance with structuring your purchase in a way that provides you with the greatest tax savings, assist with obtaining financing, set up and register your acquisition entity, and set up your accounting system.

Valuation

The single greatest detriment to getting a newly acquired business off to a successful start is paying too much for it.  We’ll provide the analysis and insight you’ll need to negotiate the right price.  And we can provide guidance to help structure the purchase terms for uncertainties and contingencies.

Accounting

Successful businesses “do it by the numbers”.  A properly constructed accounting system should give you quick access to key financial and operating indicators, industry comparative ratios, job, product or service costing data and inspire confidence in your banker and other outside investors.  We’ll help design and implement your accounting system so you get the feedback you need to make sound management decisions.  Or, use us as your back office.  We’ll take care of the details, you get the results.

Quickbooks

Most owners of new, small and mid-sized businesses use QuickBooks as the foundation for operating their businesses. Our Quickbooks ProAdvisors can get you set up quickly and off to a successful start.  Our QuickBooks services include:

  • Company setup
  • System design to match your business
  • Inventory, job costing, project costing setup
  • Payroll implementation
  • Document selection and design for sales orders, customer invoices, vendor checks, etc.
  • Reporting
  • Training
  • Troubleshooting

Entity Selection

We can help you choose the most tax advantaged entity type for your new business whether it be a sole proprietorship, partnership, limited liability company, or corporation. Request a free introductory interview and we’ll spend time discussing the advantages and disadvantages of each.

Registration

Getting your business registered to do business can be a complex, confusing and time consuming process. We can prepare and file all the forms necessary to set up your limited liability company or corporation, and get your business registered and obtain tax identification numbers with the appropriate federal and state revenue and regulatory agencies.

Acquisitions

Considering purchasing an existing business?  We can provide assurance that the purchase price is fair and feasible, provide guidance with structuring your purchase in a way that provides you with the greatest tax savings, assist with obtaining financing, set up and register your acquisition entity, and set up your accounting system.

Valuation

The single greatest detriment to getting a newly acquired business off to a successful start is paying too much for it.  We’ll provide the analysis and insight you’ll need to negotiate the right price.  And we can provide guidance to help structure the purchase terms for uncertainties and contingencies.

Accounting

Successful businesses “do it by the numbers”.  A properly constructed accounting system should give you quick access to key financial and operating indicators, industry comparative ratios, job, product or service costing data and inspire confidence in your banker and other outside investors.  We’ll help design and implement your accounting system so you get the feedback you need to make sound management decisions.  Or, use us as your back office.  We’ll take care of the details, you get the results.

Quickbooks

Most owners of new, small and mid-sized businesses use QuickBooks as the foundation for operating their businesses. Our Quickbooks ProAdvisors can get you set up quickly and off to a successful start.  Our QuickBooks services include:

  • Company setup
  • System design to match your business
  • Inventory, job costing, project costing setup
  • Payroll implementation
  • Document selection and design for sales orders, customer invoices, vendor checks, etc.
  • Reporting
  • Training
  • Troubleshooting