BASIC REVIEW PACKAGE: ($750)
A Basic Review’s objective is to get a good overview of the business and identify major areas of weakness, and then we can prepare a plan of action.
Have you organized your business into the best type of entity, properly considering all financial and tax options and consequences?
Are all organization documents in order? Are there missing documents? Let’s find these before you are audited.
Financial Statements and Tax Returns
Every business should have a balance sheet and income statement containing comparisons with the prior year. Tax returns should be reviewed to see that all allowable deductions have been taken and filed on time to avoid any unnecessary penalties and interest.
Budgets and Cash Flow Projections
Cash flow is very critical/ what are you doing to monitor your cash flow? We review your accounts receivable, inventory and any other area that affects cash flow to help you see the whole picture.
Theft, embezzlement and waste are major areas of lost income these days. Do you have a system in place and how is your system working to prevent these lost dollars?
It would be very difficult, if not impossible, to assist you with your business without seeing how you operate, where you operate and meet key people. A second set of eyes can help put balance back into you business.
Need more? Check out our Intermediate Review.