CPA Planning Services for your Start-Up or New Business

Lesemann CPA, PLLC offers planning and accounting services to New Businesses and Start-Ups in the Huntersville NC, Lake Norman, and Charlotte NC areas.

Opening your own business is exciting and thrilling. It’s everything that comes after the excitement and thrill has worn off, that dictates whether a new business will make it or not. It’s up to you to maintain and stretch out the “thrill and excitement” period forever.

At Lesemann CPA, we’ll help you develop a plan of action which is needed to fulfill your dream or goal of being your own boss and running a successful business. Success lies in the approach you choose to take and we help you avoid the common pitfalls that many new small business owners make when starting their new venture.

Lesemann CPA Business Start-Up Solutions


Business Plan Review

Prepare an initial business plan to clarify your marketing, management, and financial plans.


Start-Up Capital

After reviewing your plan, we’ll help determine your start-up capital needs, and Identify sources of start-up capital and backup sources if needed.


Partnership Agreements

We’ll help you develop a solid Partnership Agreement. This is an extremely important document for all new partnerships and will help prevent a tremendous amount of financial and emotional problems down the road.


Review Insurance Needs

We’ll identify your business and personal insurance needs to assure you’re always properly covered.


Clarify Borrowing Power

Evaluate and quantify your borrowing power so you know how much money you can get your hands on if needed.


Determine Business Structure

Select a business structure that best fits your needs by evaluating tax advantages, legal exposure, ease of operation and portability should you need to relocate.


Software and Bookkeeping Setup

Select the right accounting software by evaluating your budget, bookkeeping needs and hardware.


Budget Preparation

Prepare a budget so you know exactly how much money you need to keep the business alive each month for the first few years. Unplanned cash requirements are always emotionally painful.


Setup Billing Procedures

We’ll establish billing and collection procedures to maximize your cash flow, as well as help you monitor and control costs.


Setup Licensing and Permits

Prepare and file all required state and local licenses and permits, and file your application for your Federal Employer Identification Number.

Payroll and Tax Setup

Provide payroll and payroll tax filing when you bring on your first employee, and assure compliance with employment laws so you don’t get hit with fines and unhappy employees.


401k and Profit Sharing Reports.

Get Started Today

Contact us today, and let us help you succeed by getting your new business off to a good strong start. Whether you’re looking for a Huntersville NC new business CPA or a Charlotte NC area CPA firm with years of expertise in helping new businesses and start-ups get off the ground, Lesemann CPA, PLLC will provide the corporate or small business services you need.

Get in Touch

9525 Birkdale Crossing Drive, Suite 206
Huntersville, NC 28078
Phone: 704-895-6966 
Email: [email protected]

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