More people are becoming self employed or starting their own businesses everyday. Obviously, this comes with a wide array of difficult financial decisions and worries. We strive to ease this stressful endeavor by helping clients learn strategies to organize and separate their personal finances from their business finances.
Separation of Personal and Business Finances
Small business owners and self-employed individuals spend much of their time growing their business but very little time managing the differences between these obligations and their personal finances. We teach the strategies needed to be organized, consistent and efficient in managing your personal and business finances.
Managing Varying Levels of Cash Flow
Possibly the toughest part of managing personal finances for business owners is dealing with fluctuations in cash flow. We help plan a more manageable approach by showing how to automate personal finances specifically for varying cash flows.
Analyzing Tax-Advantage Accounts for Business Owners
There are many ways to both save money on taxes and save for personal retirement and business sustainability. A key point, however, is to realize what makes sense one year does not always make sense the next year. We take a proactive approach to help business owners evaluate their needs each year.