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