Discussions

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These discussions are not all inclusive. They touch on their subject, but, do not go into any depth. They are intended to help you start thinking about subjects that you might want to dig deeper about.

Banker, CPA, Attorney, and more
Who Are These Folks?

The following group of titles represent the kinds of specialized assistance a small business needs to operate their business in an effient manner. Each (except one) is a separate business from yours, but, the skill sets represented provide you with the best solution for the areas that they cover.

Banker
The banker will set up your business account. He will be your source for future business loans and other financial help as your business grows.

CPA
The CPA will manage your books, take care of your governmental filings, complete your end of year reports and keep you on the straight and narrow.

Attorney
The attorney will help you set up your business structure in your best interest. They can also help in guiding you through the legal hurtles of licensing and permits. As your business grows, they are in a position to assist in adjusting your business structure and resolving business issues.

Life Insurance
Life insurance and other similar insurances are handled by the LI broker/agent. This includes your keyman insurance should you need it.

Liability Insurance
Liability and related insurance are needed by every business, for instance: fire, theft, liability, etc.

Business Consultant
Business coaches provide guidance in setting up the front end stuff like your feasibility study, business plan, marketing plan, scope of operations, predictions, and more. Included in your marketing plans will be your digital marketing plans as well.

Administrative Assistant
And, the most important piece of your puzzle, your assistant. This person ideally will be your spouse or significant other. Next could be a family member who you can mentor, or who has the desire and capabilities to make your office click like a machine.

This last person is the one that makes your appointments, answers your phone, sees to it that walk-ins and appointments are comfortable until you get to them and so much more. They actually make your life easier and are dedicated to the long haul.

There are more specialized services that you could make available to your business and you should look into them as your business grows. Remember, you are a specialist in your business and probably know more about it than most people you meet. These other groups are specialists and know their fields better than probably you.

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