CPA 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. Do I need to hire a Certified Public Accountant (CPA) for my small business?
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.
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Up and Running
MAY 28, 2015
You don’t need a CPA. Divorce, settlement, inheritance, there are reasons why society, banks, SBA investors say I want a business plan, and when they say that they don’t mean just your lean plan for running your business, they mean I want something that tells me about your business and they’re outsiders.
Startup Professionals Musings
SEPTEMBER 27, 2020
Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. If you are a startup operating out of your garage or basement, you are likely too early in the cycle to get banks interested. Clean up your credit rating before you apply. Conduct meetings at your site, not at the bank.
Startup Professionals Musings
JUNE 23, 2023
Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. If you are a startup operating out of your garage or basement, you are likely too early in the cycle to get banks interested. Clean up your credit rating before you apply. Conduct meetings at your site, not at the bank.
Startup Professionals Musings
MAY 11, 2013
Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. If you are a startup operating out of your garage or basement, you are likely too early in the cycle to get banks interested. Clean up your credit rating before you apply. Conduct meetings at your site, not at the bank.
Startup Professionals Musings
OCTOBER 15, 2010
Pay particular attention to the financials, and have a CPA friend review for reasonableness before presenting. If you are a startup operating out of your garage or basement, you are likely too early in the cycle to get banks interested. Clean up your credit rating before you apply. Conduct meetings at your site, not at the bank.
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