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Finance & Accounting Services

We guaranteed 100% satisfaction with our services.

Cherry Tree

Financial Health Checkup

Review current state of financial data and accuracy.

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Financial Statements

Creating and how to read financial statements.

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Monthly Bookkeeping

Monthly maintenance of accounting records.

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Budget Creation

Creating budget for target measurements.

Pile of Books

Accounting Training

Accounting training/guidance should you want to do it yourself.

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Accounting System Setup

Set up accounting system for proper accounting.

Finance & Accounting Services (cont'd)

Filling Out Tax Form

Tax Planning & Savings

Review potential tax saving opportunities & options.

Laptop and Paperwork

Tax Preparation Support

Coaching on tax support for upcoming tax year or IRS audit.

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Business Financial Modeling & Analytics

Modeling for financial clarity & forward looking insights.

Balancing Rocks

Customized Financial Needs

Customization for your financial needs.

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Monthly Business Review & Assessment

Historical data review to support & drive future business decisions.

Book Stack

Financial Coaching

Financial Advisor to guide you each & every step of the way.

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