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“Business is like a person rowing a boat upstream. They have no choice; they must go ahead or they will go back.”

– Lewis E. Pierson



As an entrepreneur you should focus on your passion and allow B2Z Business Advisory Services set you up to go forward.

Business Set-up
  • Business Plan Development or Review

  • IRS fling for FEIN

  • Navigation of Ohio Business Gateway

    • Registration of Busines

    • Registration as Vendor for Sales & Use Tax

  • Review of possible other licenses or permits needed

Accounting Services

You can’t affect what you do not measure.

  • Accounting system setup (QuickBooks is a preferred system)

  • Bookkeeping

  • Financial statement preparation for management use only

  • Financial statement analysis and Management Reporting only

  • Payroll and associated taxes if entrepreneur is the only employee

  • Work paper generation for CPA or Tax practitioner, including general ledger account analysi

Tax Services
  • Sales & Use Tax

  • Preparation and e-file federal, state & city returns for individuals and sole proprietors

  • (Schedule C filers), including 1099 and W-2 preparation

Business Advisory and Special Projects
  • Sales generation brainstorming with entrepreneur

  • Social media and other marketing planning

  • Cost of Goods review and vendor negotiations

  • Merchandise mix review

  • Payroll/Human Resources utilization review

  • Distribution channel review 

Personal Financial Budgeting
  • Already in debt with taxing authorities?  I can work with you to negotiate payment plans

  • Behind in filing previous year tax returns?  Preparation and e-file federal, state & city returns for individuals

  • Contract worker with no idea how to plan for tax liabilities?  I can work with you to set up a personal budget to keep you from getting behind again, or for your first time

This is not an all-inclusive list.  A conversation about where you are and what you need costs you nothing! 



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