New Business Formation

About the role

We help entrepreneurs establish a solid foundation for their new business by handling critical financial and legal details, allowing you to focus on your vision and big-picture goals.

Responsibilities

• Determine the optimal business entity to meet client goals and minimize tax liability
• Prepare cash flow budgets and business plans to secure financing
• Set up tailored accounting systems using appropriate software
• Create billing systems and implement collections policies and procedures
• Ensure compliance with state, local, and federal tax laws (sales, use, payroll)
• Prepare annual tax returns and quarterly estimated taxes as needed

Benefits

• Expert guidance on business formation and tax strategy to prevent common pitfalls
• Methodical planning to set your business up for long-term success and profitability
• Support in securing financing through professional business plans

Felle & Associates, SC
6855 Mariner Drive, Mount Pleasant, WI 53406
Email: cpa@rightcpa.com | Phone: (262) 886-9640