Business Planning for new Enterprises

Getting Started

Having a skilled, licensed CPA to provide you with guidance has an immeasurable benefit. TAS can offer you invaluable assistance with preparing your company for what lies ahead. For start-up companies, we can help you build your company from the ground up. For established businesses, TAS can help you plan for the future and expand your business to suit your vision.

  • Comprehensive business plans

  • Executive summary business plans

  • Financial forecasts

  • Assistance with financing applications

Financial Planning and Consulting

When initiating any venture, it is critical to establish clear, measurable and attainable goals. At TAS, we have the expertise to help you identify, monitor and attain these goals. Businesses need to be built to endure the test of time; we can help you structure your company to withstand perpetual changes in economic conditions.

Virtually all small business owners utilize their business income fo personal financial goals such as retirement and education planning. We can assist you with preparing for these daunting challenges by analyzing your income and spending needs and by creating a plan that meets your objectives.

Insurance

Unexpected, life-altering changes can happen in a moment. Being prepared for such events can help sustain you, your family and your business as well as supplement your long-term financial plan. We can help you with creating:

  • Buy/Sell agreements that protect both the business and it’s shareholders

  • Life insurance agreements to help secure payment of outstanding long-term debts

  • “Key Person” life insurance to sustain your company’s operations

  • Disability insurance to boost the company’s cash flow in the event of a temporary loss of a key employee

  • Long-term care insurance to secure your retirement plan