Business Consulting

WE’RE HERE TO HELP YOU

Identify your goals & achieve them

After we help you discover what you need, we'll work together to find the very best way of achieving it. 

The decision to start a new business is an exciting one, but as every experienced business owner knows, there’s more to it than developing a product and hoping it sells. As an entrepreneur, you’re probably a "big picture" person with a vision. You'd rather not deal with nitty-gritty details like choosing a business entity, sales and payroll tax, or accounting systems that help you manage cash flow?. The good news is that in Afitis Tax & Accounting Firm, we're here to help you figure it out. We can help you plan and facilitate your organization’s annual process of assessing the past and future of your business. Starting with the creation of your company’s specific process to assess where your business stands and where you wishes to go in a specific period of time.



Our Process


Before we initiate our consulting engagement with our clients, we conduct these initial processes:


Client Interview

A typical consulting engagement begins with the client interview, conducted with the owner or key decision maker, to determine the enterprise requirements and definition of the scope of services to be delivered. The interview is designed to allow for both client and consultant to explore the overall situation in the business, and conduct a preliminary assessment of key areas on which to focus.

Consulting Proposal

The client interview provides the basis for the consulting proposal. The proposal will cover the key areas of the work to be done including objectives to be accomplished, and results to be delivered. On every assignment, each client receives intense focus, superb problem solving techniques, and unbiased, objective counsel.

What We Do for You:


  • Determine which business entity best meets your goals and minimizes tax liability
  • Partnership agreements
  • Prepare a cash flow budget
  • Create a business plan to help you secure financing (if needed)
  • Set up an accounting system using software that works for you
  • Create billing systems and implement policies and procedures for collections
  • Make sure you are compliant with state, local, and federal tax laws such as sales and use tax, payroll tax, and Federal EIN (Employer Identification Number)
  • Prepare annual tax returns and quarterly estimated taxes as needed
  • Assist you in filing paperwork for state and local licenses and permits as required
  • Assess your business insurance needs






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