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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.

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