Main Street Associates

We work with every day people to grow million dollar businesses.

Built for Innovators - Plan with Confidence

Financial Planning for Entrepreneurs and Small Business Owners

We develop profound relationships with our clients who are looking to navigate the complexities of small business and family finance. Main Street’s clients benefit by having finance simplified, accessible and guided with dedicated hands.

Grow Profitability - Increase Cash Flow - Build Wealth

Small business owners, across all stages of growth, partner with Main Street to solve their pressing planning needs:

Start-up Success

Stay focused on new business development and eliminating financial blindspots.
♦ Lean Startup budgeting.

♦ Financing your startup.

♦ Crowdfunding strategy.

♦ Family financial planning for uncertainty.

Fast Growth

Analyze business financial performance in a timely and practical way to drive better decisions.
♦ Separate your business and personal finance.

♦ Setup your bookkeeping to scale.

♦ Polish your financial statements for banks loans or equity capital.

♦ Fund your family financial needs.

Maturity To Greatness

Advanced planning strategies empower business owners to tackle complex financial needs.
♦ Analyze investment opportunities.

♦ Minimize personal and business taxes.

♦ Protect the assets of your business and your family,

♦ Build wealth and invest for retirement.

One Integrated Planning Model

With options specifically centered around entrepreneurs and small business owners.

 

Our approach focuses simultaneously on your personal and business goals, never letting one eclipse the other.

Financial Planning

Business Planning & Financial Analysis

Tax Planning and Preparation

Family Financial Planning For Business Owners

Manage how resources are channeled between your family and your business.

Cash flow planning for uneven or cyclical revenue cycles.

Implement guardrails to ensure family financial needs are funded.

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Business Planning & Financial Analysis

Eliminate the DIY stress of Payroll, Bookkeeping and Financial Reporting.

Design and optimize your accounting system for the way you do business.

Use data-driven insights and forward-looking projections to make business decisions.

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Tax Planning

Evaluate complex business owner tax issues.

Understand capital gains and losses on investment purchases and sales.

Maximize tax savings and tax-advantaged vehicles.

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Memberships and Recognition

Financial Planning Association Logo
Official Certified Financial Planner Mark
Foundation For Financial Planning
Quickbooks Proadvisor
Xero, Partner, Certified Advisor

What To Expect

The expertise and resources of a forward-thinking financial planning and advisory firm with a singular focus on empowering the success of your entrepreneurial vision.

Growth Advocates

We stand for the possibilities our clients create for their businesses and their families to reach fulfillment and a better financial life.

Go-to-Advisor

Can you be an entrepreneur by yourself? – Absolutely.

Should you do it by yourself? – Probably Not.

Fiduciary

A fiduciary is obligated to act in the best financial interests of the client.

All CFP® professionals providing financial planning services are held to the duty of care of a fiduciary.

Straight Talk

Jargon-Free and Guru-free.

Direct answers to your financial questions.

Real accountability, Real Action, Real Results.

Schedule a Free Discovery Meeting Now

The one wish we always hear from our clients’ about working with Main Street …

“I wish I started earlier”…

Schedule a Free Discovery Meeting Now!