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GROWTH IN PHASES

We understand every business owner faces unique challenges. Regardless of where you are on your journey, we're committed to getting you to the next phase. Our approach is designed to add services and support when you need them at exactly the opportune time to stimulate growth in your business.

Start Up 

  • Business Tax Preparation

  • Personal Tax Preparation

  • Tax Planning  

 

 

 

 

That moment you make your first sale, you need a plan to meet your tax obligations. Soon, you'll benefit from some additional financial, legal and business planning, but in the early days of your business, you should dive into operations and figure out how to make it work. We'll make sure you pay all the taxes you need to, and not a penny more.  

Grow up

  • Business Tax Preparation

  • Personal Tax Preparation

  • Tax Planning

  • Projections, Tracking & Reporting

  • Bookkeeping 

  • Annual Business Health Check Up  

As your business gains traction, you will naturally face new challenges. Payroll, equipment acquisition, leasing office space, managing receivables, signing contracts, setting and tracking metrics. Our second phase is perfectly geared to any business ready to dial-in systems that will lead to growth. 

SCALE UP 

  • Business Tax Preparation

  • Personal Tax Preparation

  • Tax Planning

  • Projections, Tracking & Reporting

  • Bookkeeping 

  • Annual Business Health Check Up  

  • Cashflow Analysis & Improvement

Our phase three approach is the most popular package as it provides the most comprehensive approach for businesses of almost any size. The addition of cashflow management gives business owners powerful insight to make strategic decisions with confidence.  

TURN up

  • Scale Up Package

  • Strategy, Action and Planning Meetings

  • Annual Budget Creation

  • Leadership Accountability

  • CEO Training and Focus Group

  • Customization: Valuation, Succession, Team Development, etc.​

An elite group of business owners benefit from a highly involved, consulting engagement where our advisors really dig in and utilize their extensive skill and expertise. Our goal as a firm is to guide every business we work with to be in a position to benefit from the services in Phase Four.