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Financial Consulting Services in Oklahoma City, OK

Turn Millennial Accounting to ensure the success of your company with our financial consulting services in Oklahoma City, OK. We help small businesses operate effectively with the benefit of our expertise.

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New Business Start-Ups

Starting your own new business can be frightening. Let us ease the anxiety by starting you off on the right foot. We will help you determine what entity form your new venture should be, as well as the various tax preparation requirements for your operations. We will assist in setting up your new business with the Oklahoma Secretary of State, obtaining an Employer Identification Number (EIN) with the IRS, and filing the proper entity forms as necessary. We will also go over the need for keeping proper records and the best ways to do so. You will receive unlimited consultations within the first 30 days after you open your business.

Business Operations

You have been running your business for some time now, but you feel as if you are missing something or you have questions regarding improving your business operations. Who better to help you find direction and build solid foundations than your certified public accountant? Using experience derived from the audits of hundreds of businesses of all types, we will provide you with the knowledge and perspective necessary to help your business grow. During the one appointment (up to two hours), you will have all of your questions answered, gain a deeper understanding of your business, including record keeping, and find that missing piece to the puzzle that will unlock your success.

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Not-for-Profit Entity Formations

So you want to help make the world a better place? We applaud you. However, the IRS has very stringent standards for nonprofits and requires scrutiny of all filings right from the start. Let us help you navigate the complicated process of forming a not-for-profit entity and applying for tax-exempt status from the IRS and Oklahoma Secretary of State. We will help you form the new entity, obtain Power of Attorney, prepare the necessary financial statements, and complete the necessary nonprofit applications, IRS Form 1023 and OK SOS Form 101.