• 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

Tax Word Being Cut With Scissors

Current Administration Working on Tax Cut For Middle Class

President Trump has recently announced that he is currently working on a "substantial" tax cut that is geared toward helping the middle class. There has not been much detail released about the tax plan, other than it will help hard-working middle class earners, but the president has stated that he plans to announce more details about the tax cut in 2020.

Learn More
Increased Revenue Coins

New Report Shows Small Business Revenue Is Growing

A booming economy has led to an increase in revenue for small businesses. The recent report from Kabbage shows that the annual gross revenue for small businesses had increased 19.2 percent from January 2018 to January 2019. This data was gathered from Kabbage's Small Business Revenue Index, which collects more than 2 million live data connectiosn with Kabbage customers.

Learn More
Sad businessman debts and bills

Kabbage Claims No Small Business Owners Are Fearing A Recession

With all the talk going around about an on-coming recession, many seem to be in a bit of a panic. However, the Atlanta based small-business lending company, Kabbage, is claiming their small business customers are not showing any fear of an up-coming recession and reporting that their customers are seeing a "surge" in their businesses.

Learn More

Sign Up for Our FREE Newsletter

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