Getting Started

“I’ve got to get my tax and accounting issues under better control so I don’t have to worry over it, and then use the time I save to build my business.”

Who you are

• Just got into business, or about to, or just about to buy or expand a business
• I’m doing well enough to take money home, or I clearly see that I could start to do so within the next 12 months

As a Start-up, you’re an entrepreneur who is either about to go into a going-concern business, or to buy one or expand, but you are or will be doing it full-time. It could be you’ve been in business full-time for a while, and you’re doing okay. But you know on the financial and tax side of the business that you’ve got to get it together.

What your concerns tend to be

You’re creating a successful business but the unknown about tax and financial matters could be an issue for you, one that could be creating some stress in your life. Sometimes, or often, you work long hours to build your business, and you don’t want a tax or financial error to cause you alarm or bring down your business.

You may be frustrated that the best advice in this area is expensive or too hard to find. That’s because you’re still trying to figure out what’s going to work to get you the advice and services your business needs at a reasonable rate – and with someone you can really rely on and who will be on your team.

What you need most right now

One primary focus needs to be on deciding on a tax entity (before you go into business if possible -- or if you’re already in business, as soon as possible!) – or restructuring your current tax entity -- by considering your own personal taxes in combination with business tax incentives, so that you can gain full advantage of the tax laws that benefit you – which could create more cash flow for you by saving taxes currently or recouping taxes from previous years.

You need a simple, inexpensive, method for recording your income and expenses without using up your valuable time. You want that paperwork and concern off your desk, off your plate, and out of your mind so you can focus on other priorities.

You need a tax advisor who is available, reliable, and on the beam about financial and tax issues. You want your tax and financial matters to be done right, to be legal, but with your best tax position as a priority – and done for you.

The RecordsInOrder items you’ll need most to get started right are:

• Free New Business Owner CD
• S Corporation/LLC Tax Strategy Package
• Profit Improvement Essentials

“I’ve got a good business, I make good money, but I need a better handle on my taxes and financial records, and I don’t have time. I could be missing out on some things, and I’m concerned about my tax status.”

Who you are

• Established business owner, you’ve created a “job” for yourself and want freedom.
• Making between $50,000-$175,000 profit in your business.

You make good money and you have a strong base of clients/patients – so much so, that sometimes you or your employees might struggle to keep up with the demand.

You’re an overachiever, and you deal with a full schedule and you’d probably like to have more time. Sometimes it could seem you’re running yourself ragged, or that you or employees could be more efficient – or that there should be a better way to move forward more effectively.

What your issues tend to be

Although business is good and you’re making good money, you may be working a lot, or there are some things that need to be shored up, especially with the financial and tax records. Your stress level could be high at times, you don’t know how much tax you will owe or not, or it’s becoming important to you to improve your record-keeping and to know your tax status regularly, but you just don’t have the time to do it yourself or to make sure your employees do it right.

What you need most right now

It’s time to reduce the paperwork and any overwhelm, and increase your level of personal satisfaction by creating leverage in your business — leverage on how you use your time to manage the tax and financial aspects of your business.

It’s about freeing-up your personal productivity and beginning to work smarter, not harder – by using a profit consultant who is on your team – a team-minded CPA who is proactive in getting the job done, and is there whenever needed.

It’s time for you to get financial record keeping done for you, consistently and on time, and to solidify a more favorable tax position – at a reasonable cost – and in a way that gives you confidence that you are in your best situation. Then, you’ll have more time, more relief, resulting in your ability to create more passive and leveraged income so you can serve more people, or do more with family, while increasing your time available. Move forward with:

• S Corporation/LLC Tax Strategy Package
• Profit Improvement Essentials
• Customized Services for Your Unique Circumstances

“I’ve got a great business, I make very good money; How can I keep more?”

Who you are

• The high-income entrepreneur wanting to keep all you can through advanced strategies.
• Making upwards of $150K-$250K or much more in your own business.
• You want to save time, save money, but not lose ground.

You’re a successful entrepreneur who enjoys running your business and you make a very nice living, and you’re wondering, “How can I keep more?”

You’re super driven and you’re creating a legacy business that has a life beyond yourself, increasing its positive impact on the world. You may want to extend your arm philanthropically, or you may just want to improve your “doing-good” by driving greater profits to provide more business opportunity for others.

You hear of others getting better advice or receiving some size-able tax benefit that helps them out.

You know there’s more and that you deserve to get it.

What your issues tend to be

Even though you’re running your business successfully, the business still has some disparate pieces put together over the years, not yet fully functioning at 100% of its capability like a well-oiled machine.

You might wonder just how many tax dollars you leave on the table because your tax advisor is just not strategizing enough for your best tax position.

You know that having financial information readily available is important, that better business decisions are made with more accurate information and input, and that a CPA Profit Consultant on your team would help you understand how to best use it to improve your operations, and save taxes, but it’s just not happening right now to the level you want or deserve.

What you need most right now

First and foremost, you need a profit consultant to be there when you need information or input; you need the most current tax strategies according to recent court cases, IRS rulings, and the newest legislation. You need someone you can rely on to get you the answers you need as you launch your business onward – without you always having to prod for them. You need someone who knows your business; a CPA Profit Consultant who can interpret your financial information for your best use, when you need it, and on time.

Launch onward with:

• S Corporation Tax Strategy Module
• Profit Improvement Essentials
• Customized Services for your Unique Circumstances
• C Corporation Advanced Strategies