Services for Business
Financial Counselor& Transition Counseling

 

Are you putting all of your time and energy into your business and getting very little back?

 

 

Contact Trish Today!
Phone: (415) 924 - 3087
Email: pbrady@financialtransitions.biz

 

How to know if you business finances are an unnecessary strain on you:

• Do you work 24/7 and have little or no time for yourself?

• Are you always working in the business vs. on the business and never have time to step back and evaluate how things are going?

• Are you in debt and don’t feel like you will never be in the black?

• Are your draining cash from your business to pay your living expenses and therefore not seeing growth or profits?

How Financial Counseling can help your Business!

• Determine your monthly expenses to operate your business

• Determine your income/revenue

• Identify monthly and annual financial goals

• Plan a strategy to reach your goals

• Prioritize your goals to grow your business

• Review your monthly financial statements with your CPA/financial counselor and determine if you are on “track”

• Monitor your monthly financial progress

• Manage your personal living expenses to stop the drain on your profit

• Determine when to sell your business

• Support with Due Diligence of purchasing a new business