SERVICES
Business Support
FINANCIAL PLANNING
Our experienced financial planners create budgets, sales forecasts, benchmarks, profit planning and cash flow analysis based on your specific needs. We also set deadlines, follow up, and hold you accountable for your actions and goals.
We offer FREE consultations for every business stage. Contact us today!
BOOKKEEPING
Our bookkeeping specialists can do as little or as much as you prefer. We maintain your financial records, reconcile your accounts, send monthly financial statements, troubleshoot, and files/pays monthly city and state privilege taxes. In terms of expenses, we can input checks, expenses, bill payments and purchase orders. We can also calculate employee and contractor hours, create and send payroll checks and ensure all payroll taxes are filed and paid. In terms of income, we can invoice your customers, send estimates, and maintain Accounts Receivables. We are proficient in QuickBooks and are able to learn and master all specialized accounting software should you not use QuickBooks.
Helping Maximize your time and Minimizing your financial tasks.
EFFICIENCY PLANNING
We dive into the operational flow of your business to determine what areas of your business need improvement and assist you in tackling each challenge. We help you create a step-by-step fundamental process, set goals, suggest tasks, follow up, and adjust as we go. Areas of focus include: operations, sales, marketing, personnel, finance, inventory, supply chain, and owner disparity.
Level Up with Money Matters AZ.
BUSINESS PLAN WRITING
We highly recommends that new entrepreneurs do a lot of legwork when writing a business plan in order to be knowledgeable and connected to the business they aspire to create. We can help you get there by providing to-do lists, ideas, and layout information, as well as assembling your financial projections. Financial projections include start-up costs, loan specifications, depreciation, assumptions, operations, payroll assumptions, revenue, expenses, profit and loss, and cash flow projections.
Can you grow your income? Get a FREE consultation to find out how.
CONTACT US
Take my business to the next level