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With “Small Business Finance Advise” services you get a one-time meeting with an accounting and tax professional (not to exceed 3 hours) 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.
Asset and Liability Management
Day-to-day savings Advise.
Tax saving Strategies.
Employee Benefits.
Business Management Advise such as systems set-ups and customization
*** This service is ideal for small businesses with less than 250K is Gross Annual Sales***
With “Small Business Finance Advise” services you get a one-time meeting with an accounting and tax professional (not to exceed 3 hours) 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.
Asset and Liability Management
Day-to-day savings Advise.
Tax saving Strategies.
Employee Benefits.
Business Management Advise such as systems set-ups and customization
*** This service is ideal for small businesses with less than 250K is Gross Annual Sales***