Services

Five areas of work for owners of small and mid-sized businesses. Pick the one closest to your problem, or tell us what is going on and we will point you to the right one.

  1. Business Financial PlanningPlan my cash flowBudgets, cash flow plans, and goals tied to the numbers you actually have.
  2. Merchant Services and Card ProcessingTake card paymentsCard, POS and online payment setup through partner processors, plus statement and fee reviews.
  3. Financial Review and Audit PreparationGet ready for an auditA review of your books, records and controls so you are organized before an audit starts.
  4. Business Financing OptionsFind financingHelp understanding and arranging working capital, lines of credit and term loans through lending partners.
  5. Financial Analysis and ReportingUnderstand my numbersKPI dashboards, margin and pricing analysis, and a short monthly report on how the business is doing.