Starting a new business comes with a vast amount of steps. These are steps, which have to be not just taken but also known about in advance. As an investor and entrepreneur many of these can be paralyzing, cause inertia, and not allow for forward movement. We can provide help with the early steps of an enterprise.

New Business Advisory Services

To help organizations and people who are behind so many startup businesses, We offer unique expertise that blends diverse entrepreneurial experience, real business insight and practical solutions. unique expertise that blends diverse entrepreneurial experience, real business insight and practical solutions.

The most useful time to seek professional business advice and support is before starting. We work directly with the client to identify the most critical next steps and help them get executed. Questions clients have can be answered and advice can be given for greater return on investment through business startup consulting services.

We can help you understand much better the early stages of forming a business venture. Clients gain faster expertise, which gives them an advantage in getting to the next phase quicker. In many case, we can help clients avoid costly mistakes and wasted time.

This frees up time for the client to focus more on other vital elements of the newly formed enterprise. We can help take the mystery out of the process for you, which can be the most paralyzing for a new company. We guide the client through the startup process enabling them to focus on their long-term business vision and goals.

New Business Advisory Services:

1. Strategy and Planning

Nugent & Associates can help you through analysis, statistics, and strategy. We work side by side with the client to plan critical steps for their startup business. Examples include:

  • Financial Statement Analysis and Preparation
  • Procedures and Quality Control
  • Internal Controls placement to help prevent theft
  • Benchmarking Strategies
  • Profitability Analysis
  • Budgeting and Cash Flow Forecasting
  • Runway and Burn Rate Analysis

2. Legal Business Formation

Clients have to form a legal structure for their business. We can advise on options such as sole proprietor , C Corporation , Sub Chapter S Corporation , Limited Liability Company (LLC) , or partnership -- and the pros and cons of it.

Deciding what entity type you should form will have important legal and financial implications for your company. The amount of taxes you have to pay depends on your business entity choice, as does the ease with which you can get a small business loan or raise money from investors. And if someone sues your business, your business entity structure determines your risk exposure

3. Business Structure Development

  • Accounting System Sourcing, Setup and Training (including QuickBooks)
  • Operating Agreement Planning and Consulting
  • Capital Table Building
    • A capitalization table is a spreadsheet or table that shows the equity capitalization for a company. A capitalization table is most commonly utilized for startups and early-stage businesses but all types of companies may use it as well. In general, the capitalization table is an intricate breakdown of a company’s shareholders’ equity.
    • A capitalization table will include all of a company’s equity ownership capital. This commonly includes common equity shares, preferred equity shares, warrants, and convertible equity.

At Nugent & Associates, we're not just number crunchers. We bring over 3 decades of invaluable certified public accounting and tax expertise to your company – serving as business and financial strategists who can offer such services as tax and financial planning, investment advice, diligent financial records, and help with estate planning.

Even better, we will give you time to focus on what you do best: running the day-to-day operations that drive your business toward success.

Take advantage of our FREE and no obligation business checkup.

We will visit you at your business at a time and day convenient for you, analyze your numbers, discuss your goals and concerns and report back with a complimentary detailed written analysis to help your business succeed!

At Nugent & Associates, we're not just number crunchers. Our people bring decades of invaluable certified public accounting and financial and tax expertise to you – offering tax and financial strategies to individuals such as yourself. If you have any questions or concerns about your own tax, financial or investment matters, please do not hesitate to contact us.

Experienced tax and financial experts are not just for the super rich. At a reasonable fee you too can maximize your wealth and receive professional guidance for retirement, and/or any tax issues you may be facing, no matter your situation, with a tax and financial expert as your consultant.

Contact Nugent & Associates today. We don't charge for phone calls. You may just find you found an ally in your quest to have a great financial future.

After all, at Nugent & Associates, we succeed when you succeed!



This page is intended to be informational. This website, nor any of the information contained on this site constitutes professional, business, tax or legal advice and is not a substitute for such advice nor does it create a professional-client relationship between you and Nugent & Associates.

State and federal laws change frequently, and the information in this page may not reflect your own state’s laws or the most recent changes to the law.

The information contained within this website should not be considered as a solicitation or an offer for a professional-client relationship. Materials contained in this website are of a general nature and should not be substituted for professional advice. Nugent & Associates is providing this website and the information contained herein only as a convenience to you. Nugent & Associates assumes no liability or responsibility for any errors or omissions contained within this website. There is no guarantee that the information included on this site is current, accurate, complete, useful, or reliable.

Tax Planning & Preparation

We assist our clients in individual and business tax planning throughout the year.

Nugent & Associates provides:
  • Year-Round analysis to ensure a smooth and predictable year-end close.
  • Assist in establishing retirement planning.
  • Performs in-depth review of all deductions available.

Financial Statements

Nugent & Associates offers outstanding accounting services and acts as a quasi-controller for companies who do not employ their own full-time accountants.

This allows our clients with more time to focus on new services, new customers and other core business issues.

Business Planning, Budgeting
& Growth Strategies

Nugent & Associates assists it clients with:
  • Starting a new venture, product or service
  • Expanding a current organization, product or service
  • Buying a new business, product or service
  • Turning around a declining business

QuickBooks Training
& Support Services

As Certified QuickBooks Professional Advisors, we can be of assistance with QuickBooks accounting or payroll and help increase your productivity and efficiency.