Financial Support Needs
As part of this program, we want to better understand your current financial needs so we can provide the most relevant support and resources.
Please review the options below and select the area where you feel you need the most support. You will also have the option to select a secondary area.
Your responses will be reviewed by our team to determine the best next steps based on your current business and financial readiness.
Please note: Your selection does not guarantee a specific service. Our team will evaluate your responses and match you with the most appropriate support.
- Bookkeeping Setup
Set up a system (such as QuickBooks) to properly track your business income and expenses moving forward.
- Bookkeeping Catch-Up
Get your financial records up to date by organizing and recording past transactions.
- Financial Statement Cleanup & Preparation
Clean up and organize your financial reports, including your profit & loss statement and balance sheet.
- Business & Personal Finance Separation Setup
Establish clear separation between business and personal finances and structure how you pay yourself.
- Cash Flow Planning Session
Understand how money moves in and out of your business and create a plan to manage it effectively.
- Pricing & Profitability Review
Evaluate your pricing and costs to ensure your business is generating profit.
- Tax Filing Readiness
Organize your documents and financials so you are prepared to file your business taxes.
- Tax Strategy Consultation
Learn how to reduce your tax liability and plan ahead for future taxes.
- Capital Access Preparation
Prepare your financials and documents to be ready to apply for loans, grants, or other funding.
If you are unsure, choose the option that best describes your biggest current financial challenge.
