MIssion
To empower small business owners with reliable, cost-effective back office solutions that improve operational efficiency, ensure compliance, and support long-term sustainability.
Vision
To be the most trusted partner for small business success by reducing administrative burdens and increasing the survival rate of entrepreneurs in their critical first years
purpose
At McLeod Advisory Services, we exist to strengthen the foundation of small businesses by delivering essential support services that enable owners to focus on growth. From business formation to domestic representation, tax compliance, quarterly financial statements, payroll processing, and tenant lease common area maintenance reviews, our goal is to help small businesses thrive, not just survive.
support services
At McLeod Advisory Services, we provide comprehensive back office support designed to alleviate the administrative burden on small business owners. Our goal is to help you focus on what matters most—growing your business. Whether you're just getting started or seeking to streamline your operations, our tailored services offer the structure, compliance, and financial clarity needed to build a resilient and sustainable enterprise.
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Entity Selection Consulation
Name Availability Check
Certificate of Formation Filing
EIN Registration
Operating Agreement or Bylaws
Public Information Report
Initial Meeting Minutes
S-Corp Election Filing
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Accounts Receivable - Invoicing, collection, aging reports
Accounts Payable - Vendor bills, payment runs, 1099 reporting
General Ledger - journal entries, reconciliations, accruals
Financial Statement - P&L, Balance Sheet, KPI reports
Controller Oversight - cash flow, forecasting, audit support
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Annual Tax Planning
Annual return filings - Individual, Sole Proprietor, Partnership, LLCs, S Corp, and Corp
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Lease review prior to signing
Annual CAM escalation (landlord)
CAM lease audit (tenant)
Reforecast & budgeting
Schedule today
Ready to take the next step in strengthening your business foundation? Schedule a consultation with McLeod Advisory Services today. Let’s build a strategy that works for you—book your appointment now and let’s move your business forward with confidence.