Consultation Services

Business Consulting:

Our primary goal is to assist you and your company in increasing after-tax profitability. The close working relationship we develop with our clients gives us a better understanding of their overall financial goals. Once we become familiar with your business, we will provide guidance on business structure, incorporating and or assisting in changing of entity type, internal controls, transaction processing and overall best-practice solutions for your business.

Loan Applications:

Obtaining financing for your business can be a daunting process. A recent study has shown that over 80% of small business loan applications are declined due to presentation alone. That’s where we can help. We can assist you in applying for loans, including SBA loans, to meet your business needs. We understand the criteria that lenders are looking for, and can expertly package your loan application to maximize your chance of approval.

Business Start-up Consultation:

Starting a new business requires many important decisions and financial commitments. The tax effects can be dramatic without careful consideration and thoughtful planning. We provide our clients with the pros and cons of various business entities and assist them with the decision. Once an entity is established, we will file all the appropriate forms with federal and state taxing authorities. We can help you organize and execute your vision by determining your needs and effectively turning your concept into a sustainable and viable business.

QuickBooks and Other Accounting Software Consultation:

Appropriate accounting software is crucial to provide you with timely and accurate information in order to operate your business. As a QuickBooks Certified ProAdvisor, we are qualified to provide you with customized QuickBooks training sessions designed to meet your specific needs. In addition, we can offer support and training for a number of other accounting software programs to you and your personnel. If you do not have an in-house administrator to perform these tasks, we can prepare the work ourselves. We are available to you or your staff to answer any questions regarding your accounting as well as navigating the functions of the software to get the maximum benefit from its capabilities. We will review the information prepared by your staff or bookkeeper and adjust, if necessary, to comply with tax filing requirements.

Real Estate Consultation:

As a licensed realtor, Beatriz Aguero Morejon, CPA, can offer a new perspective into tax saving strategies for realtors and real estate investors. With a solid grasp of how the industry is affected by existing and new Federal and State regulations, Beatriz Aguero Morejon CPA, PA is uniquely qualified to guide business owners in making the right choices for their businesses and minimize their tax liabilities.