Financial Planning

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Year-End financial statements are very important documents you can show to your banker, investors, partners, and other interested parties. They are very useful for analyzing your business and identifying areas requiring improvement. They also show where your business stands and how it has performed over time and they are necessary when: making important business decisions, negotiating with prospective investors and requesting loans or credit from a bank/lender.

We will prepare a formal set of financial statements, inform you of any issues, and provide recommendations for the next year. Accounting information can provide valuable insights to help you improve your business plan. 

Cash Flow & Budgeting Analysis

A business can be profitable and still run into trouble due to cash flow issues. We can forecast and evaluate your company’s financial condition, estimate financing requirements, and track cash-flow sources and uses.

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