I like to measure my worth by the personal and business successes of my clients. I have worked with many businesses over the years, and will use this experience to help you identify aspects of your business that can be improved. I strive to be a counselor that you can depend upon to help navigate all the complexities of running your business.
Whether you are a start-up business, an existing business or an individual I will provide guidance to help you manage the complexities of your situation.
I provide assistance with services such as entity selection (i.e., sole proprietor, s-corporation, corporation, etc.), setting up an accounting system, methods to keep accurate records and enhance cash flow.
One simple request which is often asked is "How long do you have to keep certain financial records?" Here is a link to a useful Record Retention Guide (PDF).
There is an excellent business planning publication from the International Federation of Accountants available on the web. The guide is filled with useful information for businesses. The guide contains a four page checklist for business--an excellent tool that business owners can use to assess their situation. The guide is called Information Paper: Business Planning Guide, Practical Application for SME's (small and medium enterprises). You can download this for free. When you get to the home page, type "Business Planning Guide" in the search window, and the information paper will come up.