As a small business owner, it’s important to know where your business stands financially at every moment so you’re able to make smarter and more timely decisions.
Our Small Business Packages' Advisory Service provides our clients with valuable financial advice and business planning, so they can avoid unnecessary risks, take advantage of new opportunities and ensure the future success of their businesses.
We can also work with you to create a written business plan that will detail your company's financial information and provide both revenue and expense projections, so you, potential investors or lenders can have a clear and accurate assessment of how your business is performing.
• QuickBooks Advising
Our experienced accounting team can train and guide you through the process of converting to and using QuickBooks (Small business accounting software).
•Small Business Packages
• Last Three Months of Bank Statements or Check Stubs
• Last Year's Business Tax Return
• Last Three Months of Credit Card Statements
• QuickBooks Access
• Business's Bank Information
Please Note: This is a generalized list of what is required for a business consultation. As each business's needs will differ, we will notify you on what to specifically bring when booking your initial appointment.
With just a few weeks before Masschusetts State Family and Medical Leave contributions were to begin being taken out, Governor Charlie Baker has signed off on a delay for the contributions. Due to problems already occuring, the payroll tax will be delayed from being taken out until October 1, 2019.Learn More
Small and medium-sized businesses are looking to receive their lending from alternative sources. According to the Q2 Private Captial Access Index (PCA Index), small and medium sized business owners looking to gain loans from traditional banks declined from 49 percent last quarter to 41 percent this quarter.Learn More
According to the latest numbers from the National Federation of Independent Business, the small-business optimism index had risen to 105.0 in May when economists had only predicated to reach a 102.0 reading. Also 62 percent ( a 0.5 increase from April) of small businesses were hiring or trying to hire for May.Learn More