Financial 360 $1000

The Financial 360 is three phases:

1. The DISCOVERY process. A deep diving into the current state of your business and finances. It is extremely comprehensive and gives our team the clarity we need to start to build of the perfect financial strategy for you.

2. The ANALYSIS. We go deep into the data acquired from step 1 and start to build out the first version of your customized strategy for financial success. Includes a 30 minute recorded zoom call where we show you what we have in mind and give you the opportunity to tweak it and ask any questions you have about it

3. The CONCLUSION. We synthesize the data from steps 1 and 2 and deliver to you your customized strategy that gets your business to the next level with a 30 minute recorded zoom call.

The Financial 360 deliverable is a written report that outlines your customized tax strategy in clear, actionable terms. It includes both short-term and long-term tax strategies, along with specific recommendations tailored to your business goals. The report is presented to you during a Zoom call so we can walk you through the strategy and answer any questions or concerns you may have. We aim to complete and deliver this report within 7 business days following your ANALYSIS call, though that timeline may vary based on the complexity of your situation or additional information needed.