THE “CFO”* FOR SMALL BUSINESSES

       * “Chief Financial Officer” Services and “Cash Flow Optimizer” Coaching

        “You’re never too small to have your own CFO”

 

YOU ARE IN THE RIGHT PLACE IF:

  • You want to improve your cash flow … and are looking for additional strategies to do so
  • You want to reduce your taxes … but you don’t have the time to master the tax code
  • You don’t understand your financial statements … and want simple, clear explanations
  • You have Quickbooks … but don’t really know how to use it
  • You don’t even have an accounting system or financial statements … but know you need them.

We take the stress out of running the financial aspects of your business, by teaching you strategies to maximize cash flow and minimize taxes; showing you how to read and use your financial statements to make better business decisions, and training you on how to use your Quickbooks (or other) accounting system.   We offer two types of services:

QUICKBOOKS:  To help you use Quickbooks Read More
to organize your financial information, including setup,
fixup, training, bookkeeping, and accounting.

FINANCIAL COACHING:
To educate you on what your financial information is Read More
telling you, to give you additional cash flow and tax strategies, and to provide you with additional financial tools (like budgets
and cash flow forecasts) so you can best manage and grow your business.

 

 

 

  • Set up your books correctly
  • Fix your current setup
  • Train you to use your system properly