• 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

Female Wordworker Sanding

East Providence Providing Emergency Loan Funds

The East Providence Mayor's Office has recently announced that the city will be providing two emergency loan fund programs for small businesses. The loan programs will be offered to small businesses with no payments or interest for the first six months; these are designed to help with short-term financial needs

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Business Owner Calculating Financials

Small Businesses Struggle To Hang On Awaiting Government Loan Relief

Many states have shut down a number of businesses that were deemed "non-essential" and others who remain open are seeing a huge loss in sales. Small businesses are only estimated to have 26 days of cash reserve and they feel they are running out of time waiting on the government for loan relief.

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Stressed Female Business Owner

Group Warns That A Number of MA Small Businesses Won't Survive COVID-19 Shutdowns

The COVID-19 pandemic is especially hitting small businesses hard as many of them are shut down or restricted in the services they can offer. Accoridng to the Massachusetts Fiscal Alliance, a large number of small businesses may close permanetly due to the shutdowns from Governor Baker.

Learn More

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