Your accountant tells you that your business has a profit for the year, but you have little or no cash in the bank to show for it. You have no cash set aside for unexpected expenses, an emergency fund, retirement, vacation, etc. As a Certified Profit First Professional Firm, we have the expertise to implement a proven system to help you. Whether your business is in our town or across the country, using the technology available today allows us to communicate with you as needed, so you can focus on your business.
Services
About Us
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Most business owners don't take their profit or pay themselves first. We specialize in implementing a cash flow management system that allows them to keep more of what they make to support the lifestyle they deserve. As a financial, retirement and tax planner, I already had a long-term focus for my business clients, but how could I add cash flow planning that would add more value and maximize profitability for them? After reading the book Profit First by Mike Michalowicz, I could see how this methodology could help our clients.
Profit First Consulting
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One of the biggest problems for business owners is not understanding what their numbers are telling them about their business. Their accountant presents them with monthly computer-generated reports, but they don't go one step further and explain how to interpret them or advise on how to use the information to optimize their cash flow.
Virtual Accounting Services
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When your books aren't in order, you can feel uneasy and out of control of your business. How can you make sound financial decisions when you don't have accurate or up-to-date information to base those decisions on? In order to make informed business decisions, financial reports generated from your accounting software must be accurate and up-to-date.
Tax Planning Services
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Helping you to defer income so that you can save money now and pay less taxes in the future. Lower taxes on investments and retirement distributions so that you can maintain your lifestyle and much more. The aim of tax compliance is to follow the rules of tax law, file the returns and forms necessary, and pay any tax due by the deadline.
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