MAKE YOUR MONEY WORK FOR YOU
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About this service
Summary
I have the necessary credentials and industry knowledge to ensure your firm is ready to meet its financial obligations and maintains a going concern. Wealth management is a key component of what I offer especially for family owned entities by ensuring they grow serve future generations.
What's included
FINANCIAL RESTRUCTURING
Re-organize your organizations finances to avoid bankruptcy and ensure going concern is maintained.
CASH MANAGEMENT
Ensure you have enough working capital and cash at hand to pay for expenses.
BOOKKEEPING
I ensure accurate records are maintained for reference purposes, tax purposes and accounting purposes.
TAX PLANING
Planning for tax in advance is a key component of every business and ensuring you pay the minimum tax and have the funds to meet your tax obligations. I ensure you are ready when the time for taxes comes.
Skills and tools
Financial Advisor
Wealth Management Advisor
Financial Consultant
Canvas
Microsoft Excel
PowerPoint
Quickbooks
Zapier
Industries
Accounting
Angel Investment
B2B
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