Business Financial Wellness Check
This wellness check will help you get a clear picture of your business' financial health. Once you fill this form out and submit it I will get back to you within 48 hours with some advice.
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Email *
Name *
Phone Number *
Is your bookkeeping up-to-date? *
Are you tracking your business' operating cash flow? *
Do you know the ratio between your assets and liabilities? *
Do you have a separate bank account just for your business? *
Do you have a budget for your business? *
Do you have a business expansion fund? *
Why do a financial check-in?
A company's financial position tells investors about its general well-being. A financial analysis of a company's financial statements—along with the footnotes in the annual report—is essential for any serious investor seeking to understand and value a company properly.

Financial statements are written records that convey the business activities and the financial performance of a company. Financial statements are often audited by government agencies, accountants, firms, etc. to ensure accuracy and for tax, financing, or investing purposes. Financial statements include:

-Balance sheet
-Income statement
-Cash flow statement

It is wise to stay on top of these statements and your monthly bookkeeping so that you have everything organized not only for taxes but in the case you were to be audited.
Want to schedule a FREE Financial Focus Call? *
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