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Small Business Financial Planning Services

These services are designed to help manage the common, everyday expenses of small business. This includes managing the finances of start-up. View the services along with the descriptions below.

Service Descriptions

Small Business Budget

A budget to outline everyday business expenses including but not limited to rent/office space, internet, supplies, dues, subscriptions, etc.

Start-Up Budget

Looking to start a business and not sure what it will cost you? This is a personalized budget to help determine the requirements for starting your business and their costs.

General Savings Plan

Looking to simply save some money on a regular basis? This is a general savings plan that considers income and expenses to determine a feasible amount for you to save for rainy days and contingencies for your business.

Targeted Savings Plan

Trying to save for something specific? Equipment? A property? This is a targeted savings plan that considers the cost of the specific item, the income of your business and a timeline if applicable to determine a feasible amount for you to save towards the item to meet your business goal.

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