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Sound planning is one of the most critical factors to the success of your business. Before you started your business, you likely put together a plan for your start-up expenses and projected monthly revenues and expenses. Now that your business is up and running, your plan will need to be adjusted regularly to match your actual performance.

If you’re like most small business owners, time is your most scarce resource. Conducting a monthly or quarterly financial health checkup with your local certified public accountant (CPA) can provide a substantial return on your financial planning time because it allows you to leverage the expert training and experience of a CPA who advises many small business owners.

In this guide, we cover: 

  • Strategy and Planning
  • Cash FLow Forecasting
  • Gross Profit Margins
  • Key Performance Indicators (KPIs)
  • and more! 

To access the guide, simply fill out the form. 

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