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.
In being a small business owner, you are well aware that there are many areas to focus on to keep your business operating efficiently and growing; however, there are certain areas that you should be paying closer attention to. There are six important areas that should be constantly monitored, these six areas are: sales, accounts receivable, accounts payable, human resources & payroll, and physical assets.Learn More
According to a recent insight summary report by Mercator Advisory Group called the "Consumers and Personal Finance: Primary Financial Institutions Can Help", has shown that the average annual revenue for small business owners is $78,000. Owners 18 to 34 have an average annual revenue of $81,300 while owners 35 to 64 years old average $76,500 in annual revenue.Learn More
One of the most important types of confidential information is medical records. HIPAA (Health Insurance Portability and Accountability Act of 1996) was created to protect people's medical information. The fines for voilating HIPPA can greatly impact small businesses, as the cost for non-compliance of the Act can range from $100 to $50,000 per violation/record.Learn More