Starting a new business is exciting and challenging. There are complex legal, financial and technological decisions to grasp. Accountress will guide you through establishing your business on paper, connecting your financial and tech tools and putting together a bulletproof business plan. With financial projections in hand, you will feel confident communicating your vision to investors. Learn about legal, insurance, banking and marketing for startups and connect with trusted experts. Let us do the legwork for you.

Sample Services

• Entity formation - Sole proprietorship, Partnership, LLC, S-Corp, Corporation

• Business plan

• Tax planning

• Accounting software setup & training

• Setup other financial tools (Point-of-Sale, credit card processing, online banking, CRM)

• Legal, insurance, banking & marketing overviews

Running a business raises tricky questions like "Are we making enough profit to pay the owners' salaries?" or "How can we attract and retain the best new customers?". Using data from your business and accounting systems, as well as publicly available data and even asking your customers directly through online surveys and polls we can unlock the answers to all your questions.

Sample Services

• Cash flow, budgeting & forecasting

• Price, product & marketing analysis

• Benchmarks & metrics

• Cost-cutting, inventory shrink & outsourcing

• Home office, rent & property

• Equipment maintenance & replacement schedules

• Project management

Many small business owners think of their employees as an extension of their family. Providing the best for your employees is fiscally smart too - happy employees are loyal, work hard and spread positivity for your business. Turnover, on the other hand, costs your business in recruiting expenses, hiring risk and lost hours interviewing and training. Payroll and benefits provide the foundation to build a great workplace culture for your employees - your #1 customers.

Sample Services

• Timekeeping & payroll systems

• Retirement, health insurance & other benefits

• Government programs including ACA, PPP, CARES Act, tax credits

• Employee manual templates & review

• Culture assessment & consulting

You may not be ready yet, but every small business owner will eventually retire or move on to other opportunities. Whether you plan to pass your business on to family or sell to someone else, it can take years to transfer your lifetime of knowledge, value and assets. Planning your exit strategy in detail now will relieve the pressure when the time comes and ensure a smoother transition. Let's talk about your goals and start planning.

You've poured your heart and soul into your business, but do you know how much all your effort is worth? If you are considering expanding, seeking outside investors, planning for retirement or college or thinking about selling your business, you need to know the true current value of your business. Professional valuation removes the stress, ensures accuracy and promotes confidence from potential buyers or investors.