Financial Planning

Where did the money go? 

 

Fast and accurate billing and collection; proper bookkeeping, precise tax management and inventory control are essential. 

How we help

  

We review with you the needs in the areas of bookkeeping, taxes and treasury functions, and their interdependencies to inventory, sales and customers. 

 

We will then provide you with specific programs to develop the best solutions for the size and activity of your business, including the IT tools that may be needed. 

 

Below there is a summary of our bookkeeping, treasury and tax services.

 

Plans   

 

Services  



Accounts

Management  

Bills

Management  

 Purchase

Order    System 

 

 Financial   

 Planning 

Taxes   

 

Bookkeeping with Monthly

Financial Statements,

Profit and Loss

        YES         YES      YES      YES  

 

Bills and Checks

Management

                YES      YES      YES  

 

Weekly Purchase Management

through a regulated weekly

approval line

                     YES      YES  

 

Weekly or monthly Financial Planning 

                           YES  

 

Tax Administration

                            YES

Contact us for pricing and Special Offers applicable to Consulting Services and Training Packs.

 

 

If you have questions or want to schedule an appointment, please call at +1 (818) 620 6138 or send us an email.