STEPS TO LAUNCHING YOUR SUCCESSFUL BUSINESS

We are ready to help you evaluate the alternatives and choose a course of action that is appropriate to your ventures. We know the importance of "getting it right the first time!"

Let us help you get off on the right foot!

STARTING YOUR BUSINESS - Critical issues we assist you with:

• Entity Selection

  • Conduct consulting engagement to determine appropriate entity type
  • File Federal and State elections and any additional tax related forms
  • Obtain Federal Employer Identification Number for new business entity
  • Provide final consultation to educate client on entity compliance rules

• Business Plan Development

  • Assist clients with bringing their business vision to paper
  • Review business plan verbiage for accuracy, consistency, and clarity
  • Develop revenue and expense forecasts, budgets, and long-range plans
  • Analyze projected cash flows, cost analyses, break-even point, and
  • other financial ratios
  • Quantify the projected net worth by developing a thorough balance sheet

• Operations Set-Up and Hire Personnel

  • Assist with the execution of business plan
  • Identify industry licensing requirements
  • Streamline operations
  • Identify key personnel and overhead expenses
  

ONGOING BUSINESS SERVICES - Continuing issues we assist you with:

• Accounting

  • Recommend suitable and cost-effective accounting software
  • Train accounting personnel how to properly enter transactions
  • Transform "shoebox" records into a readable data format
  • Prepare financial statements, budgets, and forecasts
  • Payroll processing and tiemly tax deposit and tax return filings
  

• Building

  • Clarify goals and identify the way to reach them
  • Develop and implement tax strategies to minimize tax liabilities
  • Develop a succession plan
  

• Continued

  • Ongoing analysis of cash flow, costs, and other financial ratios
  • Preparation of financial statements, budgets and forecasts
  • Timely tax deposit and tax return filings
  • Analyze financial statements for improved efficiency and tax
  • savings opportunities
  





Leslie A. Iannucci, CPA, P.A. is a professional accounting firm located in Apex, NC assisting clients with their accounting, income tax planning, and income tax preparation needs in Cary, Holly Springs, Chapel Hill, Apex, Morrisville, New Hill, and Raleigh, and other surrounding communities. Our services include, but are not limited to, Tax Accountant, Tax Preparer, CPA, Corporate Tax Preparation, Individual Tax Preparation, Corporate and Individual Tax Filings, Tax Planning, Business Consulting, QuickBooks Training, Bookkeeping, Payroll, IRS Representation and Problem Resolution, Business Formation, Small Business Start-up Services.