Our Clients feel safe and secure in knowing they are building their business in the right direction.
The financial advising service takes the guess work out financial planning by following a simple, six-step process.
First, we sit down with you to establish what your personal and professional goals are, both in the coming year and over the next five years.
We work with you to set targets that, when achieved, will indicate those goals have been reached.
Every month, we analyze your financial reports to create a forecast of where your business is headed, based on your actual monthly data.
We then generate a simple scoreboard that shows how your business is trending towards your overall goals.
We brainstorm together to determine objectives that will have the quickest effect on the continued success of your business.
We devise a clear action plan of what you need to do in the coming month to help you meet those objectives.
Monthly bookkeeping subscription
Up to 100 transactions entered
Reconcile 1-3 bank or CC accounts
Three monthly financial statements
One hour monthly consultation
Unlimited email/phone support
Update chart of account
Record journal entries
Reconcile bank and credit card statements
Prepare monthly financial statements
One hour monthly consultation
Unlimited email/phone support
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Micco, FL | (207) 557-0169