CPA Employee Operations SBA 
Up and Running
AUGUST 29, 2014
A venture feasibility study analyzes an idea from several perspectives: market opportunity, competition, resources available, resource gaps, financial viability, operational issues, intellectual property rights, development timeline and technology needs. Look for common employee behaviors.
Startup Professionals Musings
JUNE 23, 2023
Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. You have an advantage if you can get them on your turf, and even get several key employees to tag-team the presentation. Clean up your credit rating before you apply. Conduct meetings at your site, not at the bank.
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Up and Running
MAY 1, 2018
A friend recommended it to me, and it was the single most important thing I did on my journey as a business owner and operator. I got an SBA loan and purchased my business within months of beginning my search. Have a bookkeeper and a CPA. It taught me the most important thing: How to prepare a business plan and work that plan.
Startup Professionals Musings
SEPTEMBER 27, 2020
Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. You have an advantage if you can get them on your turf, and even get several key employees to tag-team the presentation. Clean up your credit rating before you apply. Conduct meetings at your site, not at the bank.
Startup Professionals Musings
DECEMBER 1, 2018
Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. You have an advantage if you can get them on your turf, and even get several key employees to tag-team the presentation. Clean up your credit rating before you apply. Conduct meetings at your site, not at the bank.
Up and Running
MAY 28, 2015
She knows her business thoroughly as an employee, and now she’s doing it on her own, so she’s struggling with, exactly like this question, how do I forecast this? You don’t need a CPA. There is the one page business plan, strategic plan, operations plan, all of that. This is Magda. That’s one.
Startup Professionals Musings
MAY 11, 2013
Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. You have an advantage if you can get them on your turf, and even get several key employees to tag-team the presentation. Clean up your credit rating before you apply. Conduct meetings at your site, not at the bank.
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