Build Your Foundation
Setting the Stage for Success
Setting the stage for success begins with forming your business and setting up your team and your processes to deliver results.
At this stage of your business lifecycle, WellsColeman will help you:
We help you at each stage of your business. Tap each one below to learn more:
DEFINE
Your mission,
vision, values,
and strategy
DEVELOP
Your people and your processes to build a strong foundation
DELIVER
Exceptional results and build the foundation for growth
Define your mission, vision, values and
strategy
Develop your people and your processes to build a strong foundation
Deliver exceptional results and build the foundation for growth
We've been there. We've done it.
We can set you up for success.
Business Formation:
- Entity choice
- Tax and Accounting Set Up
- Tax and Accounting Preparation and Planning
- Business Licensing
Strategic definition:
- Mission and Vision
- Business Plan and Strategy
- Risk Assessments
- Debt and Equity Planning
- Budgeting and Forecasting
People Design:
- Organizational Structure
- Roles and Responsibilities Definition
- Employee Handbooks and Policies
Process Design:
- Business Process Design
- Controls Design
Ready to learn more?
George Forsythe, CPA
Managing Partner