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With “Medium Size Business Financial Advise” services you get 2 meetings (not to exceed 3 hours per meeting) with an accounting and tax professional who is experienced in personal and business finances. What to expect:
Current Business Balance Sheet Statement (Draft Version) to better understand financial position and evaluate net worth.
Statement of Cash Flows (Draft Version) to investigate cash in/out movement and determine if there is an income or overspending issue.
Debt Evaluation and plan to reduce it as much as possible, ideally to ZERO in an specified amount of time based on preference.
Customized accounting systems and internal controls advise.
Day-to-day savings advise and tax savings strategies.
Employee Benefits and Retirement Planning
Risk Assessments in current and future operations
Possible Investments/new ventures/expansions
***This service is ideal for well established businesses with steady cash flow***
With “Medium Size Business Financial Advise” services you get 2 meetings (not to exceed 3 hours per meeting) with an accounting and tax professional who is experienced in personal and business finances. What to expect:
Current Business Balance Sheet Statement (Draft Version) to better understand financial position and evaluate net worth.
Statement of Cash Flows (Draft Version) to investigate cash in/out movement and determine if there is an income or overspending issue.
Debt Evaluation and plan to reduce it as much as possible, ideally to ZERO in an specified amount of time based on preference.
Customized accounting systems and internal controls advise.
Day-to-day savings advise and tax savings strategies.
Employee Benefits and Retirement Planning
Risk Assessments in current and future operations
Possible Investments/new ventures/expansions
***This service is ideal for well established businesses with steady cash flow***