Our Services

  • Business Concept

    Idea Validation: We conduct market research and feasibility studies to assess the viability of your business idea, identify target markets, and evaluate potential competition.

    Concept Refinement: Our consultants work closely with you to refine and develop your business concept, ensuring it aligns with market demands and offers a unique value proposition.

    Business Model Innovation: We assist in designing innovative business models that capitalize on emerging trends and address unmet needs in the market.

  • Business Planning & Strategy

    Business Plan Creation: We help craft comprehensive business plans that outline your vision, mission, target market, competitive analysis, marketing strategy, and financial projections.

    Strategic Planning: Our consultants guide you in formulating strategic objectives, setting measurable goals, and developing actionable plans to achieve sustainable growth.

    Risk Management: We identify potential risks and challenges associated with your startup and develop strategies to mitigate them effectively, ensuring business continuity and resilience.

  • Legal & Regulatory Compliance

    Entity Formation: We assist in selecting the appropriate legal structure for your business, whether it's a sole proprietorship, partnership, LLC, or corporation, and facilitate the registration process.

    Licensing and Permits: Our team helps navigate the regulatory landscape by obtaining the necessary licenses, permits, and certifications required to operate your business legally.

    Intellectual Property Protection: We provide guidance on protecting your intellectual property assets through trademark registration, patent applications, and copyright protection.

  • Financial Management & Funding

    Financial Projections: We develop detailed financial forecasts and projections to help you understand your startup's financial health, cash flow, and capital requirements.

    Funding Strategy: Our consultants assist in formulating a funding strategy tailored to your business needs, exploring options such as self-funding, loans, equity financing, or crowdfunding.

    Investor Relations: We support you in preparing investor pitches and presentations, building relationships with potential investors, and negotiating funding deals to fuel your startup's growth.

  • Tax Planning

    Tax Planning: We support businesses with Analyzing Financial Situation: We work to review the client’s current financial situation, income, investments, and expenses to understand their overall financial picture.

    Identifying Tax-Saving Opportunities: Identifying strategies to minimize tax liabilities through deductions, credits, and other legal means such as retirement contributions, charitable donations, or tax-advantaged accounts.

    Year-Round Planning: Tax planning is not just for tax season; it's an ongoing process that involves advising clients throughout the year on how certain financial decisions may impact their tax obligations.

    Estimation of Tax Payments: For clients with significant investments or those who are self-employed, professionals help estimate quarterly tax payments to avoid penalties.

    Compliance with Tax Laws: Ensuring that the client complies with local, state, and federal tax laws. This includes keeping up-to-date on changes in tax legislation that could affect the client.

    Income Deferral and Acceleration: Recommending strategies to defer income to the next tax year or accelerate deductions into the current tax year, depending on the client’s needs.

    Retirement Planning: Advising on the tax implications of retirement contributions and distributions, especially regarding tax-deferred accounts like IRAs and 401(k)s.

    Estate and Gift Tax Planning: Helping clients minimize estate and gift taxes by making use of exemptions, trusts, or other mechanisms.

    Audit Support: In case of an audit, providing support and documentation to assist the client in resolving any issues with tax authorities while making tax-efficient decisions throughout the year.

  • Payroll/Bookkeeping Monitoring

    We Support Ongoing Compliance Monitoring: Continuously monitoring payroll processes to ensure compliance with evolving tax laws, labor laws, and employee benefit regulations.

    We Provide Periodic Payroll Review: Regularly reviewing payroll calculations, deductions, and tax withholdings to ensure they are accurate, especially as laws change or employees' financial situations evolve.

    We Conduct Variance Analysis: Monitoring and analyzing variances between budgeted payroll costs and actual payroll expenses to identify anomalies, trends, or inefficiencies.

    We Conduct Performance Tracking: Regularly reviewing financial reports, such as cash flow and expense tracking, to ensure that bookkeeping reflects the financial performance of the business and to spot trends that need attention.

    We Establish Automated Payroll Monitoring: Using software to automate payroll calculations and monitor discrepancies, such as overtime, deductions, and benefits allocations, to ensure ongoing accuracy.

    We Conduct Transaction Monitoring: Monitoring all financial transactions, including payments, receipts, and journal entries, to ensure they are properly categorized and correctly recorded in the accounting system.

    We Initiate Reporting and Alerts: Providing regular reports and setting up alert systems that notify management when unusual payroll or bookkeeping activities occur, such as large or unexpected changes in payroll amounts, or missing financial records.

    Compliance Reporting: Continuously updating and generating reports required by regulatory agencies for payroll and financial compliance, such as tax authorities or labor boards.

    Payroll Discrepancy Resolution: Monitoring for discrepancies in payroll data, such as incorrect tax withholdings, missed payments, or errors in employee hours, and resolving these issues quickly.

    Audit Trail Creation and Maintenance: Ensuring that all payroll and bookkeeping processes have a clear audit trail, making it easier to review changes, adjustments, and approvals for future audits.

Reviews

  • CPR R US

    Angela Lee has been an invaluable asset to CPR R US as a Web Designer, Marketing Campaign Creator, Website, Contract, and Content Creator. Angela has consistently demonstrated a remarkable ability to multitask and seamlessly transition between various responsibilities, delivering outstanding results in every task she undertakes.

    Angela’s creativity and dedication are evident in the high-quality work she produces. She has crafted visually appealing and user-friendly websites that have significantly enhanced our online presence. Her keen eye for design and attention to detail ensure that each project not only meets but exceeds our expectations.

    Angela has shown exceptional strategic thinking and innovative approaches to campaigns, leading to increased engagement and growth for our organization. Her content creation skills are equally impressive, as she produces compelling and informative materials that resonate with our audience and effectively communicate our message.

    What sets Angela apart is her ability to go above and beyond in every project. She takes initiative, identifies opportunities for improvement, and works tirelessly to deliver a perfect product. Her commitment to excellence and her proactive approach makes her an indispensable asset.

    Robin Lewis

    CPR R US

  • MVT Virtual Learning and Tutoring Services

    Angela’s dedication to her profession is unparalleled, and she consistently strives for excellence in everything she undertakes. Her background experience has helped to create a strong work ethic, attention to detail, and a commitment to achieving results that exceed expectations. Her ability to effectively communicate, collaborate, and problem-solve has been invaluable and appears throughout the work she does.

    She leads by example, demonstrating integrity, compassion, and a genuine concern for the well-being of those around her, which is acknowledged through those, such as myself, who work with her. Whether it's supporting adults, children, or her community towards achieving their goals or spearheading initiatives, Angela consistently exhibits strong leadership qualities.

    Gwen Logan

    Most Valuable Teacher Virtual Learning and Tutoring Services