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Pick a time on the link below to schedule your complimentary 30-minute financial review: https://calendly.com/pedenaccounting/right-fit-meeting
𝗪𝗵𝗮𝘁 𝗜 𝗗𝗼 - I help business owners organize and make sense of their financial information in a way that allows them to understand what they need to do to take their business to the next level. I also help my clients not only meet their tax reporting requirements, but I also help them put together and implement a plan to save money on taxes during the year so their tax bills are as low as possible.
𝗛𝗢𝗪 𝗗𝗢 𝗜 𝗛𝗘𝗟𝗣 𝗣𝗘𝗢𝗣𝗟𝗘
- First, I get an understanding of your financial situation and your goals. Once I understand your situation, I help you set up a plan to achieve your goals.
- We can then set up sessions where we review the financial activities of your business and provide feedback on how your business is doing financially, and what you can do to improve your situation.
- I will also work with you to prepare any tax returns and develop and implement a tax plan to help minimize your tax obligations.
𝗪𝗛𝗬 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: I have over 25 years of experience helping individuals and companies organize and make sense of their financial data. This means that I have a breadth of knowledge and experience to analyze a situation from various perspectives and present various options to help my clients make an educated decision about the actions that will take their business to the next level.
𝗛𝗢𝗪 𝗜𝗧 𝗪𝗢𝗥𝗞𝗦: The first step is to schedule a complimentary 30-minute strategy session to discuss your business goals and challenges. This is NOT a “free consulting session” but a chance for us to get to know each other, and for me to get to know more about your situation and where you’d like to go, and the challenges you and/or your company are facing. If it makes sense for us to work together,
I will provide a high-level assessment of what you’re missing and WHY you’re not getting the results you want. I will also make a professional recommendation for the best next steps you should take now to take your business to the next level!
𝗥𝗘𝗔𝗗𝗬 𝗧𝗢 𝗧𝗔𝗟𝗞? Here is a link to my calendar where you can set up your free financial assessment: https://calendly.com/pedenaccounting/right-fit-meeting