‘Predicting your future.’
The better you are at predicting your finances, the less stressed you’ll be.
2 min read

General

24 July 2023

Predicting your future.

Angie M Grainger

General

One entrepreneur received a check back from the IRS for $97,000, while another received a notice they owed $100,000.

Why would one get money back, and the other owe so much?

The answer lies in planning.

When you plan ahead, you can predict what might happen—and when you are able to predict, you can eliminate surprises.

But when your finances are in chaos you get behind the ball. You get chased by others’ demands, and you’re not the one in control anymore.

Prediction, in essence, allows you to see the future. It puts you in charge of what’s going to happen next. The more organized and simple your business and your finances are, the more control you can have over what’s coming up.

This eliminates stress, takes out the worry, and puts you in the driver’s seat of your finances—and it gives you time to make adjustments before it’s too late!

To have prediction over your cash and taxes you need:

  1. Clean and current books and records.

  2. To know who and what you owe at all times.

  3. To know who owes you, and get it paid.

  4. Readable accounting reports.

  5. Regular cash projections.

  6. Regular tax projections.

We make sure we know your tax situation throughout the year so that we can help you plan with new tax strategies that reduce your tax and prepare you for the payments.

We help you know months in advance whether you’re heading for a cash shortage or not, so you’ll have plenty of time to correct it without any unexpected surprises.

The ultimate goal: total control over your finances so you can eliminate surprises and confidently put your money where YOU want to put it.

Let’s discover what we can do together.

Exclusive openings available for CFO Services.

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Exclusive openings available for CFO Services.

Book discovery call

Exclusive openings available for CFO Services.

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Exclusive openings available for CFO Services.

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Why settle for anything less than your own, personal CPA firm?

Why settle for anything less than your own, personal CPA firm?

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

Our team of Certified Public Accountants, Personal Financial Specialists, and Certified Financial Planners® is dedicated to personal finance—so we’re dedicated to you.

Prosper-ent

one who prospers.

Prosper-ent

one who prospers.