Now, you’ll need a solid business plan, and a trusted finance and accounting partner to guide you on your journey. We want to be that partner.
• 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.
Governor Gina Raimondo of Rhode Island has just released the proposed state budget that clocks in at nearly $10.2 billion. The governor has added measures to help close the budget estimated $200 million deficit as well as adding more investments into education and affordbale housing.Learn More
The Chinese e-commerce rival to Amazon is looking to offer more help and support to U.S. small and medium-sized businesses to further help the company to cross more successfully into the U.S. Alibaba will be hosting "B2B Tuesday" each week to feature success stories, in-person events, and much more.Learn More
Oscar Health, or better known as Obamacare, has created a partnership with Cigna where the two companies plan to "to equally share risk under a reinsurance agreement". The two companies will offer fully insured small business plans under the name of Cigna + Oscar after it has been cleared by regulators.Learn More