YOU ARE...

MAKING FINANCIAL

GAINS

You're starting to grow!

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You have mastered the foundational steps of managing your money in business and are ready to start creating more structure around your business processes.

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You are building momentum and are prepared to take on new challenges in your business. Focus on the areas that are weaker and you will be unstoppable!

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Having someone there to help and hold you accountable will help free up your time to focus on growing your business. I recommend booking accounting services to create processes that work for you and keep you organized.

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RECOMMENDATIONS

Keep a bank account strictly business

Keeping things separate will help you maximize your tax deductions and your savings.

Button up your books

You likely have a method of tracking money in and out, but you should be consistently updating them so you can make decisions based on up-to-date financial data.

Hire a pro to help you

You have the basics down, but hiring a professional can help position you to upgrade your processes and enable you to focus more on other aspects of your business.

NICE TO MEET YOU!

Shannon K. Weinstein, CPA