If you answer "no" to any of these questions, we will be able to help:
- Are your cash flows adequate and stable?
- Are you making the kind of profits you should be?
- Do you have good tax saving strategies in place?
- Are you getting the financial information you need to make good business decisions?
- Are your budgets in place and functioning?
- Do you have the capital funds you need to grow your business?
- Do you have a solid plan in place to achieve your goals?
- Do you have an exit strategy in place?
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Taxes and tax planning |
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Long-range financial planning |
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Bookkeeping, banking, check writing, etc. |
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Pay the owner’s bills, help the owner collect fees |
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Relieve stress |
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Retirement planning |
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Flat fee Pricing |
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Manage insurance (life and health), |
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Keep you focused |
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Investment analysis |
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Peace of Mind |
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Track and audit income and expenses |
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Peace of Mind |
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Manages an owner's finances. |
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As your business managers, think of us as the conductor of an orchestra: the members of your orchestra include your attorney, bankers, stockbrokers, insurance professionals, managers, agents and others as appropriate. As the conductor, Consultance takes responsibility for creating and overseeing your financial plan and for coordinating these professionals to make certain that all of the necessary functions related to your financial plan are carried out with a minimum of inconvenience to you. In addition, we offer bookkeeping and accounting services, including the preparation of budgets, cash flow projections
and financial reports.
Other important services are covered within our business and financial management group. For instance, we review your insurance needs, refinance home mortgages, coordinate the purchase or remodeling of your residence and buy or lease automobiles
or other important personal or business assets.
You may think you don't need a business manager until you are receiving enough money to justify the expense.
However, when you get to that point, a business manager is a very important individual. A business manager monitors the owner’s income, expenditures, budget and insurance. Most importantly, they will be aware of the tax consequences of your career. Most business managers are CPA's. An accounting degree is not essential, however, be sure that your business manager is skilled at complex financial transactions.
The business manager handles the owner’s finances so you won't need one until you have experienced some degree of financial success. He helps you with investment decisions, tax matters, monitoring income from contracts, estate planning and other financial matters.
The business manager handles the financial affairs of owners and businesses. Most have degrees in business administration with concentration in accounting or management. The business manager should have knowledge of negotiating, accounting skills, investments, and a thorough knowledge of tax laws.
The business manager may administer all of the owner’s financial matters, including the paying of bills, preparation of tax filings, as well as frequently advising them on potential investments or significant financial decisions. Ask around and investigate. Check references and background. Having an idea of what you or your client is looking for is essential. It is easier to lose money than to make it.
As you may imagine, business managers are normally for people or companies that have already achieved some sort of financial success or flow of income. Business managers may charge on an hourly basis, or on a set monthly minimum fee. There are other variations as well, including a percentage of gross earnings.
For a free, no-obligation proposal, please contact us. We will be glad to help show you the services you can get and the savings you can achieve by outsourcing your bookkeeping with Consultance Business Solutions.
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