Ben Lawler's Solutions and Services

Complete Financial Consulting with ProActive Advisors
Why ProActive Advisors you ask. For starters, we are not like your average CPA firm. Instead of acting as a separate entity, we act as your trusted business partner who deals with every aspect of your personal and business needs. From strategic plans to ongoing management to planning for retirement we have you covered.

Our mission is reflected in our name. Being ProActive while finding creative ways to increase your company’s success is our priority. Our world-class professional business services are innovative, vision-focused and tailored to your needs.

We start with a full assessment of your company, and provide you with ProActive ways to increase your company’s revenue. Our team will then create and implement a strategic plan, just like a trusted business partner should.
 

Set Up Corporate Infrastructure with ProActive Advisors
1.1            Set up corporate infrastructure
1.1.1         Review of Secretary of State documents.
1.1.2         Issuance and valuation of common and any Preferred Stock.
1.1.3         Allocation of corporate assets in accordance with stock valuation and issuance.
1.1.4         Calculation of Shareholder’s basis.
1.1.5         Appoint Board of Directors and take advisement seat.
1.1.6         Act as interim CFO of corporation.
1.1.7         Walk Shareholders through strategic issues at corporate and personal level.
1.1.8         Walk Shareholders through financial issues at corporate and personal level.
1.1.9         Set up infrastructure to maximize corporate earnings.
1.1.9.1      Pension Plan
1.1.9.2      Medical Reimbursement Plan
1.1.9.3      Fringe Benefit Plan
1.1.9.4      Officer Vehicle Plan
1.1.9.4.1   Lease Hold Inclusion
1.1.9.4.2   Auto Fringe
1.1.10       Prepare and file Payroll Forms including W2, W4, 1099, 940, 941 and any
               additional federal and state
               required forms.
 

Executive Business Plan
1.3.1     Prepare Executive Business Plan, Financial Models and PowerPoint presentation
            for investors and strategic
            partners.
1.3.2     Make monthly updates to Executive Business Plan per Board of Directors discretion.
 

Strategic Planning & Revenue Modeling
1.4.1     Prepare Strategic Plan and Revenue Model.
1.4.2     Incorporate Strategic Plan and Revenue Model with given Business Plan.
1.4.3     Make monthly updates to Strategic Plan per Board of Directors discretion.
 

Corporate Tax Returns
1.2.1    Prepare and file Federal and state tax returns in conformance with IRS and State codes.
1.2.2     Corporate tax returns will be accounted for on accrual method.
1.2.3     Corporate tax returns will include M2 adjustments for the reconciliation of, potential
            outside-audited, financial statements.
 

Retirement Planning
We implement tax deferred vehicles to help with your investment strategy while lowering your tax liability.

    * IRA
    * SEP IRA
    * DB Plans
    * 401 K
    * Medical Reimbursement Plans