Working with a Start-Up Business
Date: Thursday, October 1, 2026
Instructor: Robert K Minniti
| Begin Time: |
11:00am Pacific Time
12:00pm Mountain Time
1:00pm Central Time
2:00pm Eastern Time |
| CPE Credit: |
2 hours for CPAs |
|
This online course provides tax, accounting, and advisory professionals with a practical roadmap for guiding start‑up businesses through their earliest—and most critical—stages. Start‑ups face unique operational, financial, compliance, and strategic challenges, and they rely heavily on advisors who understand how to help them build a solid foundation for sustainable growth.
In this course, you will learn the essential requirements for launching a start‑up, from entity selection and business‑plan development to tax considerations, compliance obligations, and early‑stage financing. The program highlights best practices for supporting entrepreneurs, helping them establish internal processes, and positioning their business for long‑term success. You will gain actionable strategies for advising founders as they navigate budgeting, forecasting, risk management, and regulatory responsibilities—while also strengthening your role as a trusted advisor.
Who Should Attend
This course would be appropriate for CPAs, CMAs, CIAs, CFEs, CGMAs, CFFs, MAFFs, CFOs, CEOs, business owners, business managers, internal auditors, external auditors, corporate accountants, government accountants and anyone else interested in working with a start-up business.
Topics Covered
- Business planning principles and structure of a strong start‑up plan
- Key requirements and common pitfalls in new‑business formation
- Overview of entity types and tax considerations for start‑ups
- Budgeting, forecasting, and cash‑flow management for early‑stage companies
- Financing options, including loans, investors, and grants
- Compliance requirements and risk‑management considerations
- Operational best practices to support long‑term growth and stability
Learning Objectives
- Develop and structure a comprehensive business plan tailored to start‑up needs
- Identify key compliance requirements that affect new businesses at local, state, and federal levels
- Evaluate financing options and budgeting strategies appropriate for early‑stage entities
- Explain foundational tax considerations and entity‑selection implications for start‑ups
- Apply best practices for supporting entrepreneurs in building sustainable business operations
Level
Basic
Instructional Method
Group: Internet-based
NASBA Field of Study
Business Management & Organization (2 hours)
Program Prerequisites
None
Advance Preparation
None
