Balwant Cheema, CPA

Consulting Services

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We gauge our worth by the personal and business successes of our clients. We can help your business identify areas negatively affecting profitability and growth and develop solutions that are practical and technically sound. In addition to acting as a sounding board for management, we provide comprehensive, flexible stratifies that address the issues affecting your business. The following is just a few of the areas in which we provide consulting services:


 

• Creation of corporation or LLC
  ?We can expedite the formation of your corporation or LLC making certain that all requirements are met.
   
  • Articles of Incorporation
  • Corporate minutes
  • Corporate by-laws
  • Corporate kit
  • Stock certificate
  • Corporate seal
  • Preliminary name search
  • Federal Tax Identification Number
  • State Sales Tax Number
  • State Unemployment Tax Account Number
     
• Sub-Chapter S:
   
  • Corporate Resolutions
  • Special Stock Certificates
  • Shareholders Restrictive Agreement
  • Notice and Minutes of your corporation’s Annual Meeting of Shareholders or Directors
  • Notice and Minutes of your LLC’s Annual Meeting of Members or Managers
  • Indemnification Agreement and Covenant Not to Sue
  • Shareholders Restrictive Agreement
     
• Buying & Selling a Business
  Structuring the purchase or sale of a business properly is a critical step in the process of buying or selling a business. Our competent staff has experience to guide you through the acquisition/disposition process by addressing such issues as cash flow analysis and tax considerations.
   
• Business Valuations
  Our firm provides cost-effective business valuation services, quickly and efficiently.
   
• Pension & Profit Sharing Plans
  Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
   
• Management Advisory Services
  Even the most qualified managers can benefit from competent, objective feedback. We can help your company's management team develop long-term objectives and specific strategies to facilitate your business' future growth and success.
  
   
• Accounting Software Selection
  With the number of computerized accounting software packages available for small businesses and individuals growing every day, selecting one that is right for you has become increasingly difficult. As accounting professionals, we are exposed to most programs through trade journals and actual use. Our experienced staff can help you choose and implement the system that best fits your needs.