Predictable Cash Flow, Profits, Growth, and Transferable Value

Business Advisory Services is essential for solo entrepreneurs and startups because it provides experienced guidance and support to navigate the complexities of running a successful business.

Timely startup guidance involving legal entity choice is crucial because it sets the foundation for the business’s structure and liability protection. The choice of legal entity (such as a sole proprietorship, partnership, LLC, or corporation) impacts the taxation, personal liability, and operational requirements of the business. Similarly, accounting system design ensures that startups have robust financial systems in place to track income, expenses, and cash flow accurately. This helps solo entrepreneurs make data-driven decisions, manage resources efficiently, and maintain business strategies consistent with their personal financial objectives and desired results.

Annual value benchmarking, typically done during tax season, allows solo business owners to assess their performance and compare it with industry standards, enabling them to identify areas of improvement and capitalize on their strengths. Incorporating tax efficiency strategies is also vital as it can help minimize their tax burdens, maximize deductions and credits, and optimize overall financial health.

I offer my clients the following solo business advisory services:

  • Startup Guidance and Tax Entity Choice Recommendations’
  • Accounting System Design and Implementation
  • Annual Benchmarking Reporting with Estimate of Business Value
  • Key Date Tax Compliance Monitoring and Preparation
  • Exit Planning

Key Date Compliance Checklist