Additional Business Services
Daily Money Management
If you’re a busy professional or entrepreneur, you may not have time to manage your finances on a daily basis. We can provide our daily money management services to make sure nothing falls through the cracks. Our services include making deposits, paying bills, balancing checkbooks, dealing with medical bills, updating tax records, and speaking with lenders. Let us know what your fiduciary needs are.
If you’d like a roadmap to making the profit you desire for the year, then this service is for you. We’ll create a profit plan with your input. This service will monitor your progress so you can measure milestones toward achieving your goal and make course corrections before it’s too late.
Business Plan Consulting
A business plan organizes and documents the strategies you have for running and growing your business. You might need it to get funding, to find a partner, or simply to crystalize your thoughts.
There are many parts to a business plan, including an executive overview, a business model description, market opportunities and a competitive analysis, financial statements and projections, risk analysis, an organization chart and staffing plan, an operating plan, and more.
We offer business plan consulting from writing to strategic meetings that walk you through the entire plan creation.