Our system for success includes performing certain core counseling sessions for
all clients throughout the year at appointed times. Our goal is to increase our
client's income and equity in their business and personal areas systematically
over a period of time. These include:
Mid-Year Review — A strategic status check on your business at its
annual midpoint to make sure your business is on track with your goals. Are you
on target for the remainder of the year? Will you reach that financial milestone
that you had set earlier?
Cash Flow Counseling Session — Cash is king in every business, no
matter what the size. Does your business have an emergency fund? Will you have
the cash to meet your debt obligations? Where exactly is your cash going?
Year-End Tax Planning Review — Are there any actions you can take to
reduce taxes or improve your tax situation? Can we help lay down guidelines now
for long-term tax planning down the road? Unlike other tax preparation firms,
we have your tax situation covered all-year round, not just at tax time.
We perform many other counseling sessions at our client's request. For new businesses especially, we assist in business entity decisions, business plans and business evaluations.