Consulting
Not every small business owner starts out understanding the overwhelming power of financial data. It’s so much more than how much money is in your bank account at the end of the month. With in-depth, expert analysis of your business’s complete financial picture, you can make short and long-term decisions that have the potential to significantly improve your profitability.
Only accounting clients are eligible for this service as it requires a considerable amount of data not available in tax returns. Using the data from our accounting and payroll systems, we can conduct a full analysis of your financial status and provide you with key metrics specific to your business to help you understand or make decisions about anything with financial implications, including:
- Budget to actual comparison
- Cash flow projections
- Growth plans
- Trends and forecasts
- Quarterly/Annual tax estimates
- Pricing analysis
- Business operations overview
- Efficiency analysis
- Retirement plan options
Have Concerns about something not listed above? Reach out to me and we can discuss potential solutions to your issue.