What is your business life cycle stage?

It’s important for businesses (of every size and scope) to recognize that any enterprise can be susceptible to various tax and/or financial challenges. If these issues are not discovered and remedied, then a business can be left open and vulnerable to experiencing heavy financial burdens, intense stress, work fatigue, and ultimately the potential failure of being forced to close its doors.

You don’t want that to happen. I don’t want that to happen. Let’s do something about it!

Part of any entrepreneur’s business is planning. The first step in alleviating the aforementioned concerns and any potential tax and financial risks. Additionally, we need to make the most of your business plan (whether that means increasing efficiency, mitigating taxes, scaling services, expanding your customer base, etc). We also need to assess where your business’ weaknesses lie. That’s where I come in. I bring my more than 35 years of experience as a Certified Public Accountant and Certified Information Technology Professional to the table every day to help my clients guide and grow their businesses, their financial gains, and minimize their tax liabilities. Before we can find out where your business can go — we first need to take a look under the hood to see what foundation we’re working with.

Help your business avoid any unwanted financial surprises, while also minimizing taxes! Answer the following prompts to determine where you’re at in your business’ life cycle.

Step 1 of 9