• Phone:(401)765-1235

Advisory

Expert Advice at an Affordable Price

As a small business owner, it’s important to know where your business stands financially at every moment so you’re able to make smarter and more timely decisions. Our Small Business Packages' Advisory Service provides our clients with valuable financial advice and business planning, so they can avoid unnecessary risks, take advantage of new opportunities and ensure the future success of their businesses. We can also work with you to create a written business plan that will detail your company's financial information and provide both revenue and expense projections, so you, potential investors or lenders can have a clear and accurate assessment of how your business is performing.

• QuickBooks Advising
Our experienced accounting team can train and guide you through the process of converting to and using QuickBooks (Small business accounting software).

•Small Business Packages

Our Services

What Should I Bring To My Business Consultation?

Documents

• Last Three Months of Bank Statements or Check Stubs
• Last Year's Business Tax Return
• Last Three Months of Credit Card Statements

Other Information

• QuickBooks Access
• Business's Bank Information

Please Note: This is a generalized list of what is required for a business consultation. As each business's needs will differ, we will notify you on what to specifically bring when booking your initial appointment.

Schedule a Free 1 Hour Consultation


Latest News

Stack of Small Business Blocks

Thinking of Franchising Your Business? These Are Some Pros and Cons

When your business continues to grow and becomes a popular staple within your area, you may start thinking of franchising out your business. Some of the pros to franchising your business is established brand and financial assistance when you need it, but you have limited control and less freedom.

Learn More
Tax Sign With Figure

New Income Tax Brackets Released for 2020

The IRS has recently released the new income tax brackets for 2020. Tax rates will remain the same, however, income limits have been slightly adjusted to make up for inflation. For single filers in the 12% tax bracket they had an income of between $9,701 to $39,475, now the income is $9,875 to $40,125.

Learn More
Retired Couple Overlooking View

Looking To Retire? These Are The Least Tax-friendly States For Retirees

As a retiree, you are usually on a fixed income and not making as much as you were when you were working and some states are just too expensive to continue to live in. "Kiplinger's State-by-State Guides to Taxes" on retirees shows you which are the states you should look to settle in and which to stay away from.

Learn More

Sign Up for Our FREE Newsletter

Get the Latest News, Tips, & More for the Success You Want!