Initial Review - FREE 1 Hour

An hour video meet and greet to include an initial review of your business plan, discuss needs and the current status of your books. This review is conducted to evaluate the financial health of your business and identify any areas that may require attention. The objective of the study is to help you determine the next best steps for your business. Based on the review results, we will provide you with valuable insights and recommendations to help you achieve your financial goals. The review will also help you to understand the strengths and weaknesses of your business, identify potential growth opportunities, and develop a plan for success.  

Recommended services may include fractional services, daily work, month end close, forecasts, financial modeling, audit and tax prep, state sales tax registrations, functional ERP and new software implementation support or special projects as needed.