Small Business Coaching

We can help start-ups and small businesses by guiding them in a very overwhelming process. There is a lot more to the process than people realize. We can help you make the process organized and easy to manage so you can set yourself up for success and a thriving business.

As a start-up, here are some of the items that we can help you with:

  • Applying for IRS and State Tax ID’s
  • Choosing the right version of Quickbooks for you
  • Creating a Chart of Accounts to fit your needs
  • Sharing Best Practices for an Accounting System
  • Assisting you in finding outsourced vendors in Payroll, HR, Insurance, and Tax
  • Helping you create your pro-forma financial statements and make recommendations along the way

If you are a small business in a more mature phase, we can guide you through

  • Helping you decide if you can hire another employee or buy a piece of equipment
  • Reviewing your books and look at an overall wholistic view of the finance side of your business
  • We can make recommendations in maximizing your cash or how to benefit in tax deductions

We charge $350/hour for coaching. Individual monthly packages  are available upon request.

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