Startups and Entrepreneurs

From deciding how to structure your business to taking advantage of incentives for minimizing tax burden, Anders works with startups to develop customized tax planning strategies.

• Entity Conversions
• Entity Selection and Structuring
• Federal, State and Local Tax Compliance and Returns for Business and Owners
• Income Tax Planning for Businesses and Owners
• Research and Development Tax Credit
• Small Business Stock Planning
• State and Local Tax Planning

When it comes time for a financial statement audit, review or compilation, our audit and assurance advisor can help your startup strengthen internal controls and identify areas to improve operations.

• Audits, Reviews and Compilations of Financial Statements

Whether you need strategic advice on expanding operations or product lines, or to let go of the day-to-day accounting, our outsourced accounting services allow you to focus more on your passion and less on the financials.

• CFO Services
• Cloud Accounting

Using data and innovative technologies can help move your startup forward. Our advisors can work alongside your technology staff or work as your technology department to create efficiencies and optimize processes. As a true technology partner, our Managed Services packages offer vCIO and vCISO-level expertise that scales with you without the major investment of hiring in-house.

• Strategic Roadmapping and Planning
• Cybersecurity Strategy and Training
• Cloud Managed Services and Azure
• Business Process Automation
• Data Strategy and Analytics
• Microsoft Consulting

Understanding the value of your startup is vital when attracting investors or planning to sell. Our forensic and litigation advisors work with startup companies on valuations and various litigation, fraud and forensics situations as needed.

• Fraud and Forensics
• Litigation and Dispute
• Valuation

From planning for funding or investor changes, to advice on equity planning and financial modeling, our team offers the insight and value-added services startups need to go from startup to standout.

• Business Transition Planning
• Buy/Sell Agreements
• Capital Table Building
• Capital Table Planning and Modeling
• Equity Planning and Structuring
• Financial Modeling
• Fundraising Consulting and Planning
• Future Planning
• Mergers, Acquisitions and Divestitures
• Operating Agreement Planning and Consulting
• Software as a Service Accounting
• Term Sheet Analysis