Let us do the work for you.
A Complete Budget and Forecast in 5 Easy Steps!Introducing Up Your Cash Flow Advisory Services - Call for a free quote today 1-310-387-5403 (Pacific Time)
or
You know the importance of budgeting and forecasting but simply don't have the time to do it. Let us do the work for you.
We use our very own Up Your Cash Flow budgeting and forecasting software and give you back your time run your business.
Step 1: Send us your most current financial statement (balance sheet and profit and loss). Or send us your current budget along with a current beginning balance sheet (the balance sheet should coincide with the beginning of the budget).
Step 2: We will commence the first draft. You will be sent a PDF file of the first draft reports. We will have an online meeting to discuss the first draft.
Step 3: We will forward you a list of the additional information we need in order to provide you with the second draft.
Step 4: After we receive the requested information we will prepare a second draft of the reports. We will have a SECOND online meeting to discuss the second draft.
Step 5:We will complete the process, send you the final reports and have a final online meeting to discuss the results.
All consulting services are under the supervision of Harvey A. Goldstein, CPA.
Harvey has 40 years of accounting and management experience. Confidentiality is strictly maintained and all services are performed in accordance with the standards established by the American Institute of Certified Public Accountants.
A Complete Budget and Forecast in 5 Easy Steps!Introducing Up Your Cash Flow Advisory Services - Call for a free quote today 1-310-387-5403 (Pacific Time)
or
You know the importance of budgeting and forecasting but simply don't have the time to do it. Let us do the work for you.
We use our very own Up Your Cash Flow budgeting and forecasting software and give you back your time run your business.
Step 1: Send us your most current financial statement (balance sheet and profit and loss). Or send us your current budget along with a current beginning balance sheet (the balance sheet should coincide with the beginning of the budget).
Step 2: We will commence the first draft. You will be sent a PDF file of the first draft reports. We will have an online meeting to discuss the first draft.
Step 3: We will forward you a list of the additional information we need in order to provide you with the second draft.
Step 4: After we receive the requested information we will prepare a second draft of the reports. We will have a SECOND online meeting to discuss the second draft.
Step 5:We will complete the process, send you the final reports and have a final online meeting to discuss the results.
All consulting services are under the supervision of Harvey A. Goldstein, CPA.
Harvey has 40 years of accounting and management experience. Confidentiality is strictly maintained and all services are performed in accordance with the standards established by the American Institute of Certified Public Accountants.