BUSINESS
MANAGEMENT

Let us handle the strategy

A COMPREHENSIVE, HANDS-ON 

Financial Relationship

Our Business Management service allows you to focus on growing your business and reaching your personal goals.

BUDGETS

& PROJEC

TIONS

As a business management client, we will create the necessary budgets and projections to help set you up for business and personal financial success, year after year. Budgets show current and past earnings and expenses and project the year ahead.  In your business, it’s a great way to keep an eye on taxes, cash flow, and growth planning. In your personal life, you’ll be able to catch unnecessary spending, plan for the future, and chart a course toward personal goals.

BUSINESS MANAGEMENT ALSO INCLUDES

Cash Flow

Management

Managing cash flow is the process of maximizing the amount and timing of cash coming into your business and personal life, and minimizing the amount and timing of cash leaving your business and personal life, aligning the two to focus your resources (time, money) on what matters most to you.

Bookkeeping

Service 

We work closely with you to gain secure access to business and personal bank, credit, savings, and loan accounts, maintain records of daily activity, identify opportunities and recommend changes so you can spend more of your resources, your time and money on the things that matter most to you.

Tax
Strategy

By getting to know you and your business, our team prepares a tax strategy that is unique to your business and personal life. We aim to maximize savings while keeping you safe and prepared.  We do this by reporting to you monthly and implementing a tax savings plan. This practice creates readiness on a quarterly and annual basis.

PREPARE & IMPLEMENT

TAX PLANS

We will build a tax savings plan that will maximize savings based on data from past years and your current monthly income.  We will also create a separate savings account with you to store taxes throughout the year. With the addition of our monthly reports, we’re confident that this is the best way to minimize the typical stress and “surprises” of taxes that most small business owners experience.

GET IN TOUCH

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