Business Advisory

If you’re just starting out with a new business and are in the beginning, stressful stages of operation and planning – or – you’ve built a business and maintained it. Through all of the hard work and daily responsibilities required to ensure success and profitability – you’re not alone. We’ll partner with you to help develop efficient business operations and a solid financial plan for the future. Whether you have short or long term goals, we’ll give you a custom plan tailored to fit your business and your life.

New Businesses

Starting a new business often mean loans, debt, interest, and assets. Our firm can help you evaluate your options and seek proper financing to reach your goals and create an efficient business structure. Consult with us concerning insurance, buying commercial property, disaster planning, and all other issues revolving around your new business . Schedule an appointment now to create and structure your business effectively from the ground up and limit your personal liability and taxes.

Existing Businesses

As your business has grown you’ve added employees, provided benefits, purchased equipment, and offered stock options. Whether you provide a service or sell products and maintain inventory, Lloyd & Associates can help prepare you for tax season, assist you throughout the year with filing, and represent you in an audit.

Business consulting, development, and strategic planning
Cash flow management
Financial statement preparation
Business loan assistance
Quickbooks and accounting software support, integration, and consulting
Payroll services and support
Sales and use tax services and support
Mergers and acquisitions
Litigation support with legal assistance
Corporate tax solutions
Succession planning