THE MONEY TREE PLAN™
New small business or startup? Want to start off your business on the right track?
Is meeting with your accountant just once a year to review past results just not working for you?
The Money Tree Plan™ has been designed specifically for small business owners looking for something different than the standard approach to accounting – by helping you grow your business throughout the year.
Are you overwhelmed and overburdened?
Would you love to have access to a smart flexible partner style CPA without the BIG 4 accounting firm rates?
The Money Tree Plan™ is the plan for you! A plan that will save you time and money! No intensive written reports, just simple, easy to understand language.
If you have managed your own business for 3 years or you are newly incorporated for 2 years or less, let me show you how The Money Tree Plan™ can benefit you.
Format and Benefits
Four (4) Quarterly 1 hour sessions are done via Skype/Zoom to save time on commuting and achieve optimal productivity. These sessions will give you the opportunity to discuss and resolve challenges with your business and explore opportunities for growth.
The Money Tree Plan™ will grant you access to me as your Virtual CFO with the following benefits:
- Full financial statement package (including compilation financial statements and corporate tax return)
- Real time advice on management decisions
- Effective cash flow forecasting and budget projections
- Be a sounding board on ideas, perform research, report back and give advice on feasibility.
- Profitability ratio analysis key ratios - using it to evaluate the company's strengths, weaknesses and opportunities.
- Advise on how to build a better business.
- Proper Debt structure - know when, why and how much to borrow.
- Suggest best practices to track your assets, liabilities, income and expenses.
- Advise on payroll issues such as hiring, terminating, and paying employees