Entrepreneurial Services

We're entrepreneurs too.

We understand the entrepreneurial spirit: people who had a vision, stuck to it, and turned fulfilling a market need into a rewarding enterprise. Kaufman, Rossin & Co. is well equipped to help clients turn visions into successful companies. As a business owner you need to be concerned about everything - from accounting and finance to operations, marketing and human resources. We're highly experienced in all of those areas. We can help you step back and assess business challenges, establish goals and meet them.

The foundation of our practice is entrepreneurs like you.

START OUT RIGHT

For start-up entrepreneurs, we can help you set up your company for the best chance for success.

  • Analyze tax and organizational structure
  • Make recommendations regarding treatment of initial and on-going capitalization
  • Assist with attorney and other referrals
  • Assist in the selection of appropriate software and train your staff to use it
  • Design and implement accounting systems and processes that provide the internal controls you need now and as your firm grows
  • Assist in gathering and organizing your current financial information
  • Complete required forms for startup

MEET ONGOING REQUIREMENTS

  • Our professionals can help existing companies in all phases of growth.
  • Compile, review or audit financial statements
  • Assist with banking relationships
  • Handle entity and individual tax planning
  • Prepare required federal, state and local income tax returns

RECOGNIZE OPPORTUNITIES

  • We can become a valued ongoing resource in key areas that can impact your profitability and success.
  • Improve productivity with paperless data management systems
  • Evaluate operations and make recommendations for better efficiency
  • Evaluate technology security and identify potential risks to your data or your customers' information
  • Assess policies and procedures to identify significant deficiencies and material weaknesses, and make recommendations to mitigate
  • Review expenditures and expense policies, and make recommendations for cost control
  • Facilitate strategic planning, assist with plan development or provide marketing consulting