VIRTUAL CONSULTATION MEETINGS
This service is for clients seeking expert tax information or have business related questions, through a telephone call or a virtual meeting.
This service includes capturing the mission/vision of your business and compiling financial projections. These business plans are typically presented to the SBA, banks, and investors.
CONSULTATION REQUIRED FOR:
Business process improvement assessment and planning
Annual strategic planning and budgets
Business proposals for Venture Capitalists
Reviews of year-end inventory,
AR or AP balances
Business valuation to facilitate divestments or M&A