Profit First Complete Assessment – This is a review of your business’s finances. We review your current allocations (CAPS) and what your company’s target (TAPS) allocations should be. We provide a path to get you from your CAPS to your TAPS that fits in your current position. This time frame will vary by client.
Yearly Investment Review – We will work with you to implement Profit First by setting up allocations and distributions to the proper accounts. Monthly review and guidance of finances, monitoring CAPS to insure proper implementation. Growing your profit and making your business a money-making machine.
Budget Creation and Review – Creating a budget is essential to becoming more Profitable and limiting expenses over the course of the year. In addition to helping you create a budget, periodic reviews are preformed throughout the year.
Processes and Systems – We will review your current administrative processes to insure efficient and timely recording of transnational records. Processes will with help cut costs. As a result, managing your business will be easier.
Profit First Package – You can bundle the above Profit First services.
Contact us for more information.