Up and Running

AUGUST 29, 2014

Many people who want to start a business believe they will be able to get grants or loans to help them finance the venture. Do I need to hire a Certified Public Accountant (CPA) for my small business? As a licensed professional, a CPA has to adhere to a code of professional ethics. Often this is not true.

Small Business 87

Small Business CPA Government North America 87

The Startup Magazine

JANUARY 11, 2022

If you’re not up to the financial aspects of writing a formal plan, hire professional help from a CPA (certified public accountant) who specializes in creating two-year financial plans for new companies. Later, you can use the plan to obtain bank loans, measure results against proposed benchmarks, and adjust profit goals.

Entrepreneur 192

Entrepreneur Startup CPA Networking 192

Up and Running

MAY 1, 2018

I hired David Caples as my consultant for the purchase of an inn in Florida, and he introduced me to a realtor who showed me properties for sale. I did my research, prepared my business plan, and sent it to several financial companies for financing. I got an SBA loan and purchased my business within months of beginning my search.

Florida 102

Florida CPA Dallas America 102

Up and Running

MAY 28, 2015

What’s the concept of all of this that you’re talking about and then in financing? I just thought it was a good question to set the context of lean planning and when somebody should use it, because so many of our webinar attendees are in the process of getting financing. When do we hire that new person?

Lean 60

Lean Business Plan Video Software Review 60

Up and Running

DECEMBER 9, 2014

Bates: Good morning and welcome to our CEO panel, “How to Fine-Tune Your Small Business Finances From Funding to Growth” which I think is the direction that we would all like to be going. I’m here with some really phenomenal CEOs who are going to talk to us today about small business finances from funding to growth.

Small Business 95

Small Business Finance Forecast Metrics 95