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Small Business Consulting

From designing a business plan to determining how to take your company to the next level to working with clients on strategy, planning and problem solving–sum&substance helps clients develop business skills, while offering connections to other companies whose passion is working with small business owners.

Business consulting services

  • Research and explain business structures to help clients choose between sole-proprietor, LLC, incorporation, or other structures
  • Prepare and process business structure paperwork with assistance of local lawyers as needed
  • Aid clients in drafting business plans, budgets, and marketing materials
  • Design and employ marketing and overall company strategies
  • Serve as interim Chief Financial Officer

 

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