Small Business Advisory Services

Are you a Later Life Entrepreneur (LLE) with a service business or "retirement gig" and wrestling with tax and financial matters? Here are some ways we can help:

• Required steps in starting your business, getting your accounting system set up, or putting your bookkeeping back on track.
   

• Understanding your financials and how to use that data to grow profits.
   

• Cash flow forecasting to ensure you're never short for payroll, large purchases, tax payments, or owner distributions.
   

• Guidance on the best retirement plan for your business.
   

• Pricing analysis aimed at increasing profitability.
   

• Tax implications of choosing (or changing) an entity.
   

• Setting and maintaining S Corp "reasonable compensation."
   

• Consulting as a "thinking partner" in strategic business decisions.