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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

Loan Approved

Kabbage Integrates with Azlo to Help SMB with Loans

Kabbage, an online finance company that helps small businesses with funding has joined together with Azlo, an online-only banking platform, to help SMB members apply for loans worth up to $250,000. The two companies are working together to help speed up the process of loan applications, as Kabbage will now be able to provide real-time analysis of banking data thanks to Azlo, who's mission is "to help small businesses success in their mission..".

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Jobs Blocks

4,200 Jobs Added in April for RI

April seemed to be a good month for Rhode Island job growth as the state reportedly added 4,200 jobs for the month. This is the first positive month for job growth in the state for the 2019 year with the total number of jobs in Rhode Island as of April is 500,300; however the number of Rhode Island employed residents dropped down 300 from March to 532,600 and the RI labor force dropped 1,100 from March and down 2,600 from April 2018.

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Making Pizza

Biagio's Reopens Under New Ownership

Biagio's Pizzeria and Bar in Smithfield, RI has reopened in the same location under a new owner. Sonia Villetti McKinely had purchased the restaurant and added in a fresh new look for the Pizzeria and Bar along with a Gluten-Free pizza-crust options and a new menu of burgers, salads, pastas, hard-roll grinders, and more. The restaurant will no longer make deliveries, but will be offering take out orders and deliveries through Grub-Hub.

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