Financial Accounting Advisory: assistance with specific accounting treatment questions, such as revenue recognition and intangible assets. Also, this can include steps on taking your company public.

Board governance and risk management: as companies grow, there is a need to evaluate governance and risk management activities. This area will focus on typical Board of Directors structure and oversight as well as staging for risk management and compliance activities.

Working capital structure: meetings/discussions to provide insights on how much cash you need to fund your business and what payment terms you should be asking for your customers as well as what to expect from your vendors.

Business valuation: meetings/discussions regarding important business valuation measures and insights into current measures being used in the market.

Financial modeling: assistance with projecting your current financial measures and your future growth goals into a model with the goal of helping you make strategic decisions about the direction of your company.

IT strategy: the technology needs of your company are dependent upon your future business plans and the information you need to generate. We will discuss the potential technology requirements for your business based on your future plans.

Procurement strategy: your company is buying a variety of items from vendors. Many companies, both large and small, do not have an efficient process or effective controls for purchasing what they need. These sessions will focus on what strategy your business needs to control costs and get what you need to fuel your business.

Finance organization structure: your future organizational structure and resource needs in the Finance area should be an important part of your strategic plan. We will discuss different Finance models and resource options as you forecast your future business growth.

Equity and compensation structure: in the initial stages of your business, much of the equity and compensation decisions will have future ramifications to your ability to control your company’s direction. These discussions will involve a review of your current stock compensation structure and potential strategies depending on your future plans.

Employee and contractor tax matters: as you establish your business, you are responsible for decisions regarding who is an employee and who is a contractor. The tax compliance treatment is different and even large companies struggle to stay in within the IRS regulations. These meetings will focus on who is “working” at your company and potential implications.

Tax incentives: a variety of tax incentives at the federal and state level are available for start-up and growing companies. We will provide insights on the landscape of tax incentives available to your company and what is needed to obtain those incentives.

Tax structure and compliance: discussions regarding the future tax structure for your business given your growth goals and potential strategies. Additionally, we will identify what tax forms and compliance procedures you will need as your strategy moves forward.

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