After you have selected & paid for one of our Business Financial Consulting plans, we will collect any business documents you may have to ensure your business is properly structured. We will review the following if they exist:

- Business tax returns

- Business bank statements

- Business credit profile and/or reports

- Dunn & Bradstreet profile

If your business does not have any of the above, we will work with you to obtain everything you will need. We will then implement your business financial plan, which we have tailored for your business, to help you achieve your business financial goals.

*Please be aware that the service fee(s) do not include business structuring/restructuring, the completion of tax returns, or the preparation of other business financial documents.

Financial Consulting For Businesses & Individuals

Let us put the puzzle pieces of your finances together!

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