Service Description

This in-depth one hour meeting is meant to provide you with a thorough understanding of your business finances. Guidance and solutions are tailored to your unique industry and business operations. As this is an initial appointment, follow up work or meetings may be suggested. Items to bring: laptop, iPad, electronic or paper records of company books, recent bank and credit card statements, basic information of debt or liabilities, recent tax returns, etc. (Kelly may reach out in advance of meeting to discuss your business in order to make the most of meeting time.) In person meetings only; flexibility to meet in our office or yours.