Get Accurate Financial Information & A Proactive Partner That Can Help You Make Strategic, Informed Decisions To Grow Year after Year!
Most small business owners don’t know their numbers…
And if they do know their numbers, they don’t know what they mean…
And if they do know their numbers, and they know what they mean, they don’t know what actions to take daily to improve their financial situation…
Accumulating wealth doesn’t occur in one, big “hit.”
Remember that “grand slams” don’t win championships.
It’s “base hits” that add up over time that equal something huge.
The very first thing we’ll do is sit down and figure out your current situation, and your goals.
And, there’s only four (4) steps between your current situation and your goals (sounds simple, but it’s not)
Are the numbers even right?
What are the numbers telling us?
What do we need to change to get results?
Translating Our Plans Into Operations/Systems
So, if we can help you to monitor and grow in those four (4) key areas, there will still be problems you’ll have to deal with, but you’ll be able to face them with financial certainty.
And the problems you’ll face as a business owner will change over time. As you grow from startup to $100,000, from $100,000 to $1,000,000, and from $1,000,000 to $5,000,000, from $5M to $10M, from $10M to $50M… the challenges continue to evolve.
But each and every business has five (5) key components:
Understanding that each of these components needs to have systems designed to support your vision and goals, is the first step toward addressing your most pressing business challenges.
The Systems themselves must also be designed with four (4) key components in order to be effective:
People, Processes, Tools, and Reporting
So, if this sounds like the proactive support that you need to achieve your business goals…
What does our AlphaMark TaxSM process look like?
MONTH ENO CLOSE
PROACTIVE CFO
CFO TAX PLANNING
CEO TAX PLANNING
TRANSACTIONS
Morthty Accounting & Review of Financial Results
Bank Reconciúations & Month End Closed
Review AP. AR, Payroll, Expense Tracking
Ongoing Meeting Cadences
As needed
Monthly
Monthly Quality
Be Monthly
Onboarding & Transition
4 Weeks
6 Weeks
8 Weeks
8 Weeks
12-Month Forecasttng
Cash Flow Management
Planning To IRevenue ‘Gross Profit t Net Profit Net ‘Worth
Core Tax Planning & Implementation
Ouarterty Estimated Payments
Quarterty lont Review Tax Position
Business & Individual Tax Preparation
Paying Bills Through Bill.com
Invoicing Clients
Payroll Management
Employeo Expense Tracking
This material & presentation content is for informational and educational purposes only. This material and presentation content is designed to provide general information regarding the subject matter covered. It is not intended to serve as legal, tax, or other financial advice related to individual situations. Because each individual’s legal, tax, and financial situation is different, specific advice should be tailored to the particular circumstances. For this reason, you are advised to consult with your own attorney, accountant, tax preparer, and/or other advisor regarding your specific situation or your client’s specific situation. The information and all accompanying material are for your use and convenience only.
We, AlphaMark Tax, LLC and sister company, AlphaMark Wealth, LLC, and its third party affiliates and presenters, have taken reasonable precautions in the preparation of this material and believe that the information presented in this material is accurate as of the date it was written. However, we will assume no responsibility for any errors or omissions. We specifically disclaim any liability resulting from the use or application of the information contained in this publication.
To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and it cannot be used for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Always seek advice based on your particular circumstances from an independent advisor.
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