The Bosses Corner

Your Business Blueprint at its Best.... Whether you have a single member business, partnership, enterprise corporation, or non-profit organization, an important priority is to eliminate what keeps you up at night. But you should also lay out your business passion or goals as well as identify financial and operational road-blocks that you may not easily realize. As with any architectural blueprint, there are floor plans. My Business Owner Services are like floor plans of your overall business. From start-ups to exit planning, I help you create the floor plan that will contribute to company’s financial value and growth.

Financial Blueprint for Owners – The Business Plan

When you are full of ideas for starting a new business or expanding into a new market niche, all you can see is what’s going to happen tomorrow. The thought of having your vision turned into reality is thrilling but is based on the all-important question: How does it all make sense financially? I will consult you through the key components of your Business Plan Blueprint and guide you through the key sections from your mission to the income and cost projections that are needed for funding.

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Employee Benefits Floor Plan

There is a direct link between business success and employee benefits. Some of the most successful businesses are those with satisfied employees. The very success of your company could actually depend on the type of benefits package you offer your employees...WHICH INCLUDES YOU! This includes Health coverage and Health-care spending accounts, short and long-term disability plans, Life Insurance, Dental, Vision and more.

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Small Business Retirement Planning Floor Plan

YOU are your Business and your Business is YOU. Whether you are a sole proprietor or a corporation with 300 employees, your business reflects your sacrifice, your sweat and your money. Too often when focusing on your business growth, very few funds are directed to the day when you are working only because you love it and not that you have to...that’s retirement for the Business owner! We will work together to create a “retirement” plan that fits your needs and those of your employees.

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Executive Compensation Floor Plans

In a small business setting, it could take years to find or develop the executive talent needed to build the business to the next level. Executive talent is hard to come by, and it is even more difficult on the business when it walks out the door in pursuit of another opportunity. Executive Bonus Plans and Non-Qualified Deferred Compensation Plans may be “golden handcuff” options to consider.

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Accounting and Tax Planning Floor Plan

Banking and Cash flow maximization are the most fundamental aspects to business growth. How many bank accounts should I have? Where should my excess cash go? What accounting system should I use? What tax forms should I complete? Do I need to do quarterly forms? These are all common questions that we consult with you to answer.

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Need help in “How” to do the above?

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