New or Recently Opened Businesses
Are you planning on opening or have recently opened your own business? To minimize impact on cash flow, I will work with you each month to address a d...
Get StartedAccounting & Business Planning
New or Recently Opened Businesses
Are you planning on opening or have recently opened your own business? To minimize impact on cash flow, I will work with you each month to address a different financial planning topic and spread fees out monthly.
If you are a new or relatively new (2 years or less of operation) business owner, I will work with you to tackle a different issue each month, and spread the cost over time to minimize the impact on cash flow.
Some of the items to address
Each month we'll tackle a different planning topic so you can build a solid foundation without straining your cash flow.
Topics Covered
- Corporate Structures
- Buy-Sell and Partnership Agreements
- Retirement Plans
- Taxes — Deductions and Proper Filing
- Life Insurance Planning
- Health Insurance Plans
- Disability Plans
- Long Term Care Plans
- Liability Insurance
Pricing
For businesses with 3 or fewer partners
Initial: $475 | Monthly: $100/month
For businesses with more than 4 partners, fees determined on a case by case basis.
Fee Information
For businesses with 3 or fewer partners: Initial fee of $475 to cover the first quarter's planning, then $100 a month (billed via ACH) to cover subsequent months. For businesses with more than 4 partners, fees determined on a case by case basis.
Get In Touch
Contact Us
Address
3928 Clarks Creek Road, Plainfield, IN 46168
Office Hours
- Monday–Friday9am–5pm
- Saturday–SundayClosed
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