Our Business is About Your Business

Thinking of Starting a New Business?
Well the first step is to Develop a Strategic Business Plan
  A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company's direction. It can ensure that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.
We can assist you with the following….
- Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate. To assist you with this decision, please click here to fill out our “New Business Worksheet (pdf)”. Of course, we will assist you with any IRS (Internal Revenue Service) and CA FTB (Franchise Tax Board), EDD  (Employment Development Department) or SOS (Secretary of State filings), such as; SS-4 forms (Request for Employer ID), S Corp Application Filings, CA Employer ID, etc.
- Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 using your data and underlying assumptions years to be used by your bank and/or investors. Developing a Cash flow budget and analysis (in Excel) will help you determine if you are “under-capitalized” or have the necessary capital to meet all your cash needs over the next 10 years of growth.
- Develop management plans including full descriptions of management systems and timelines for implementation using a specially designed GANTT chart. See example here ---------->
- As Advanced Certified Quickbooks® ProAdvisors we will design your accounting system, such as; Chart of Accounts, Financial Statements layout, types of reports needed for the best visibility. We will assist you in customizing your invoices and creating a superior overall company image. If Quickbooks® does not offer the information and utilities you need, we will work with you to add on Quickbooks® certified 3rd party Apps for superior company management. This includes ERP (Enterprise Resource Planning), MRP (Manufacturing Requirements Planning), CRM (Customer Relationship Management), and time-tracking modules to help you run your business for better profitability and long-term growth. Check out our Quickbooks® ProAdvisor Page by clicking here --->
- Set-up payroll for your employees and assuring that your Federal and State (EDD) tax filings are timely and accurate, including your 1099 are properly set-up.
- As Enrolled Agents licensed by the United States Department of the Treasury, we can assist you with all your entity’s Federal and State tax filing and planning needs. We will periodically work with you to see if your entity type is still optimum for your company’s tax situation.
- We will also assist with filing California Entity Dissolutions and Statements of Conversions  with the Secretary of State. We can assist you to change your entity from an LLC to a Corporation by identifying the proper California and Federal forms to file. ​

Remember – “Failing to plan is planning to fail”

Links & Worksheets

ARDENT New Business Worksheet
ARDENT Cash Flow Projection
ARDENT ProAdvisor ​Page Link
ARDENT  Loan  Amort Schedule