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What we do

A Closer Look

    1. Performance analysis 

    2. Profitability analysis 

    3. Benchmark against industry standards

    1. Assess risk and opportunity

    2. Develop systems for smooth tax filing and inquiry processes

    3. Identify a set of mastered tax professionals

    1. Identify areas for cost-saving 

    2. Isolate areas for improvement 

Process

    1. Objective gathering

    2. Conduct a thorough review of current business model

    1. Coach executive leadership & analyze financial statements

    2. Plan for the addition of recommended financial strategies

    3. Set up a system for monitoring financial performance

    1. Provide regular financial reports and analysis

    2. Maintain contact to ensure continued success

Overview

    1. Long-term financial planning 

    2. Development of strategic initiatives 

    3. Scenario planning

    1. Budgeting and forecasting

    2. Cash flow management

    3. Financial goal setting

    1. Guide and advise on expansion plans 

    2. Assistance with securing financing for expansion

    3. Equity and asset financing strategies

Operations

    1. Streamlining client operations

    2. Inventory management 

    3. Process optimization

    1. Identify financial and operational systems 

    2. Train on financial management software

    1. Identify financial and operational systems 

    2. Train on financial management software

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