Have you chosen the right corporate structure for your startup?
Consult with a trusted Certified Public Accountant from day one to maximize profits and minimize tax exposure.
Starting a new business or non-profit is stressful enough without worrying about corporate forms, proper filings, and financial planning. Instead of doing it yourself or choosing the wrong team, look for a seasoned team that puts your new business needs first. Rely on the experts who care about your success. Get started today!

What should you ask your accountant?
- What success stories do you have working with startup companies?
- Can you provide references from startup clients you've worked with in the past?
- What bookkeeping software will you recommend and can you work remotely?
- Considering we are just getting started, how will you ensure accuracy and compliance in your bookkeeping practices?
- What is your process for communication and keeping us informed about our financial status?
How do you advise someone who is just starting a business? Do you talk about the best tax strategies and all the fun gray areas to play in? It doesn’t make sense to start there – that’s not the issue.
You start like we did. A brand-new client had just purchased a franchise with $110,000 in upfront costs, and were scared to death. It’s more about cash flow, than taxes. New owners wonder when they will turn the corner, when they can take money out to support their families, and finally how to do it without paying a lot of taxes. These are the startup pain points.
We worked with them on shopping insurance, setting up QuickBooks the way the franchise owner wanted, talking about keeping business with business and personal with personal, and setting goals for profitability. Working within that framework, they were able to start making money within the first four months… and are still around over four years later!

Are you feeling overwhelmed with all the paperwork and numbers piling up as you try to get your startup off the ground? Call a professional. Hiring the right Certified Public Accountant (CPA) and bookkeeper can make a world of difference for your startup. How do you find the perfect match? Just pick up the phone and ask the hard questions. Here’s why you should call today to get the right answers for your business.
It’s like you’re sitting down to help your kid build that million-piece LEGO™ Death Star™*. It’s exciting, but it’s also a little daunting. You’ve got all the pieces laid out in front of you, but you’re not quite sure how they all fit together. That’s a lot like starting a new business. Sure, you can muddle through and burn the midnight oil, but wouldn’t it be easier to avoid the tears with a trusted guide by your side?
Here’s the thing: not all CPAs and bookkeepers are created equal. You need someone who understands the unique challenges of startups, who can help you navigate the road hazards of getting your business off the ground. And the only way to find that perfect match is by asking the right questions. Don’t worry, your trusted team has you covered. Here’s why you should call today to get the right answers for your startup.
First, success stories matter. You want a CPA and bookkeeper who have a track record of helping startups like yours succeed. How do you know if they have the right experience? Ask for success stories and references from startup clients they’ve worked with in the past. They’ll give you the inside scoop on what it’s really like to work with a CPA and bookkeeper who puts your needs first.
Next, let’s talk about your bookkeeping software. You need a bookkeeper who can recommend the right software for your startup and can work remotely. After all, you’re busy building your empire – you don’t have time to deal with outdated software or meetings that cut into your valuable time. So don’t be afraid to ask about their preferred software and if they can work remotely.
Accuracy and compliance are also crucial when it comes to bookkeeping for startups. You need someone who pays attention to the details and follows best practices to keep your books in tip-top shape. But how do you know if they’ll get it right? Just ask about their process for ensuring accuracy and compliance. They should have a system in place to catch any errors before they become big problems.
Finally, communication is key. You need a CPA and bookkeeper who will keep you in the loop every step of the way. That means regular updates on your financial status and a clear process for communication. So don’t be afraid to ask about their process for keeping you informed about your financial status. After all, it’s your startup, and you deserve the best!
Now that you know why it’s so important to ask the right questions, there’s only one thing left to do – pick up the phone. Act now to get the answers you need to take your startup to the next level. Your perfect CPA and bookkeeper are just a call away. Call today and to say goodbye to startup stress for good!
*LEGO™ and Death Star™ property of their respective owners.

