Strategy sessions
Need a dose of clarity right now, and want to start using your numbers to grow and drive greater value in your organization?
let's talk
Comprehensive Tax & Business Consult
To equip you with strategic and comprehensive tax strategies for your family and business. Service includes:
- Consult with a Certified Tax Advisor up to 2 hours on personal & business tax strategy and application of our 20-point tax planning checklist
- Review of the most recent financial statements for your business & prior year tax return
- Diagram of business, assets, estate, and tax with recommendations and action items to maximize savings & build wealth
Let's get started
CFO For a Day
If you want to plan the next 12 months of your business, our "CFO For A Day" service is the perfect solution.
In two focused 2-hour collaborative sessions, we'll dive into the specifics of your business, along with your personal and professional goals. Together, we’ll create a financial forecast and cash flow plan for the upcoming year. You'll walk away with:
- A financial roadmap for your upcoming revenue & profit goals.
- The confidence to make your next big business decision.
- A clear idea of what you can afford to pay yourself every month.
let's get started
60-minute Business Strategy Session
A cram session where we can address any challenges that you, your business, or nonprofit is currently facing. Here are some examples:
- Am I paying the lowest amount of taxes?
- When should I become an S-corp?
- Can you look through my QuickBooks to make sure I’m doing this right?
- What’s the best small business retirement plan for me? What about for employees?
- Am I paying myself the right amount?
- What do I need to do to open a family foundation?
- Should I consider hiring my kids?
- How can I deduct my car expenses?
let's get started
Not Ready for a Strategy session? Check Out These Free Resources!
One of our favorite resources is a Podcast hosted by Erica Goode, CPA that's full of tax and money advice for consultants and small business owners.
Another great resource are templates from Score.org. Find everything from a business plan to marketing guides and financial projections that you can download and implement.
Super handy free online calculator that helps you quickly do the math on loans with interest, income taxes, gross salary earnings, and more!
Have Questions?
We've covered a lot, but you might still have questions about how NW Ledger can partner with you. Allow us to answer those questions and schedule a call today!
LET'S CONNECT
