Routine bookkeeping and maintenance of accurate accounting records

Custom profitability blueprint with intentional targeted financial goals

Annual budgeting to reach target goals

Strategizing with management and providing financial expertise

Assistance in maintaining relationships with bank, lenders and investors

Regular expense and revenue analysis

Working with CPA on annual tax filings

You are too busy to perform bookkeeping and accounting

Forecasting has become too complex or too stressful

You are not performing regular expense and margin analyses

You just acquired a large loan amount or closed an investment round and need to manage cash wisely

Cash Flow has become unclear and difficult to separate from Net Profit/Loss

You want to bring on new partners or merge/acquire a new business

You want to manage your money and financial records wisely to ensure it is properly positioned for either exit, death or retirement

You want to implement strategies that guarantee permanent profitability, profitable growth and frequent profit distributions