(1 customer review)

$1,997.00

Are you so busy running your business, you don't have time to analyze it? This is a very common problem amongst business owners. Particularly for businesses that don't have a partner that manages the “business side” or a staff CFO. If you are not ready to retain someone for this work, you should consider a third-party “spot check”, to help shed some light on your business health.

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Are you so busy running your business, you don’t have time to analyze it?

This is a very common problem amongst business owners. Particularly for businesses that don’t have a partner that manages the “business side” or a staff CFO. Often, my role for my clients is that of a part-time CFO. I am regularly analyzing their business, revenue streams, expenditures, owner pay and a host of other items. If you are not ready to retain someone for this work, you should consider a third-party “spot check”, to help shed some light on your business health.

WHAT I REVIEW IN THIS PACKAGE INCLUDES

-REVENUE

-PRODUCT MARGINS

-EXPENSES

-BUDGET REVIEW

-DEBT REVIEW

-OPERATIONAL ANALYSIS

-LEASE ANALYSIS

-ENTITY & TAX EFFICIENCY

-RETIREMENT PLANS

ADDITIONAL ONGOING SERVICE OPTIONS…

Running a business takes a lot of continuous thought, work and execution. Periodic spot checks certainly help, but analyzing your business on a regular basis is what you should be doing. I can help you with this and a variety of your ongoing business needs.

BOOKKEEPING: It incredibly important that you maintain an accurate undertaking of your income and expenses. Of course this helps with your tax prep, but more importantly, its where you look to understand how your business is performing and how you can improve. This is something I can manage for you on a monthly basis.

CONSULTING: I work with you do figure out how your business is performing and help you make the best decisions for ongoing improvement and success. I have extensive experience in finance, marketing, branding, operations, technology and real estate. For a specific list of services visit my consulting page.

Keep more of your profits, and improve your business, with critical analysis. It starts with an initial phone call. I’ll learn more about your business, objectives, and process. From there we can decide how I can help.

 

SCHEDULE A FREE 20MIN CHAT TO DISCUSS THIS SERVICE!

 

1 review for BUSINESS HEALTH CHECK

  1. Matthew Hwang

    After speaking with Joe a few times, we booked this package. Long short is that he helped us save a bunch of $ in taxes, so we put him on retainer, and now he manages the finances for both our businesses. Definitely 5-stars!

    • Joe DiSanto

      Thanks Matt. Yeah it worked out pretty well all around!

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