Whether you need money to start a new business or expand a current one, you may need to submit a business plan to the SBA (Small Business Administration) or a financial institution, or for a grant proposal.

Kathleen McNamara, CPA has experience in writing business plans for for-profit entities as well as for nonprofit entities.

A business plan is a document which explains many aspects of your business. It covers topics such as: what goods or services your business provides; how those goods or services are delivered; your target market; and a 3-year projected financial statement with cash flow reports showing how your business will generate enough revenue to grow and pay back the lender.

You come up with an idea and we will help you write the business plan in a presentation style which has been proven acceptable by both the bank and SBA.

Writing a business plan gives you the opportunity to think about your business from many different angles such as break-even point; how the internal processes flow; how many employees you will need at different times in your business' life-cycle; how the money flows in and out of your business; and how and which laws affect your business.

Kathleen McNamara, CPA can help you decide which type of business model is best for your business (i.e. sole proprietor, corporation, partnership, LLC, LLP, or non-profit organization) and can assist with the Articles of Incorporation and obtaining a federal tax ID.

Taxation affects everything you do in business. Whether you are expanding or selling your business, you need to know the tax consequences BEFORE you act.

Kathleen McNamara, CPA can help by conducting tax research and consultation. Kathleen worked inside the IRS and is experienced in preparing all tax forms, including IRS and state income tax and sales tax. If you find yourself with federal or state taxation problems, we can help find solutions by working with you and the taxing authority to resolve those issues; includes offer in compromise services.

e-File at your request.

Getting timely financial reports is crucial in today's business environment. We can help by setting up your business on QuickBooks accounting software. You can choose to have our staff enter the accounting information, or your staff can enter the data.

Payroll processing can be a challenge for small/medium sized businesses. We work with a payroll service provider to simplify your payroll processing. The service provider fulfills the tax filing requirements which reduces your exposure to IRS and state revenue department penalties and fines. 

Kathleen McNamara, CPA can prepare certified financial statements such as a balance sheet and income statement on a monthly or quarterly basis or when requested by banks or prospective investors.

As a CPA, Kathleen McNamara, knows the tax benefits of investment planning, and can help you save tax dollars.

We conduct audits of small to medium sized business, including nonprofit organizations and small government entities. We are experienced in conducting Single Audits which includes federal awards.

Kathleen McNamara, CPA has experience conducting fraud and forensics audits. 

www.simplesites.net offers a simple solution for building a business website. It is designed with small businesses in mind. Simplesites offers "high tech with high touch." You can have an affordable, professional looking website in no time.            

Kathleen McNamara can install and set up your QuickBooks software, train your personnel, and manage your QuickBooks related financial data. Kathleen McNamara is included in QuickBooks Referral Database at www.QuickBooks.com  Just enter zip code 32822.

QuickBooks Retain Solution Provider Program Member