Consulting

Services

Business Start-Ups

New entrepreneurs are often overwhelmed by the confusing array of regulations, disclosure requirements and guidelines that are part and parcel of running even a home-based business.  Baughan's can help new business owners get off on the right foot and avoid future problems by:

	Assisting in the selection of a business entity appropriate for the goals and objectives of owner(s).  The decision to operate as a sole proprietorship, corporation or partnership is a important factor in meeting stated objectives.
	Helping owners and their staff establish sound bookkeeping and recordkeeping habits, i.e. income and expense ledgers, payroll records.
	Educating owners and staff about basic tax filing, compliance and disclosure requirements imposed by state and federal authorities.
	Instructing clients on how to convert from manual to electronic recordkeeping methods.  Baughan's is a licensed Quick Books Pro Advisor.
	Instructing clients and staff on how to transmit records electronically in order to speed processing and reduce fees.
	Assisting clients with the selection of legitimate compliance strategies that minimize tax liability and alleviate excessive paperwork.

Financial Planning

A plethora of financial institutions, banks, insurance companies, brokerage firms and others, vie for discretionary dollars spent by the general public in this area.  Each organization has its own bent and special interests in recommending solutions to client problems.  Often, a boiler-plated product is presented as the solution rather than tailoring a product to the needs of the client.  The result is that most insurance and investment portfolios are a hodgepodge of different products, purchased randomly, without any without any regard to client objectives.  Before you make a decision regarding your insurance or investment portfolios, consider the following advantages we can bring to bear in your behalf:

	Objective, Fee-based Consultation - We are compensated directly by you, the client, and have no bias when making recommendations.
	Establishment of clear, concise client objectives before any recommendations are made.  Products and services are tailored to client needs, not force-fitted.
	Assisting client legal counsel in establishment of wills, estates and trusts consistent with client goals and objectives and to minimize client tax liability.
	Periodic review of client portfolios and objectives.  The objectivity and flexibility to make revisions warranted by changing client circumstances.