A Holistic Approach to Your Business & Personal Finances
Let’s be honest, accounting is usually known as a historical profession. As your CPA, we tell you how you did financially the previous year. But, what about this year? Why don’t we talk about how your business is performing today as well as how it will perform in the future?
We created Client 361 to help you walk through the major operational functions of your business as well as decisions that could impact your personal financial well-being. We will help you think through the intricacies, determine what areas need attention and help you craft an action plan.
- Accounting, Technology, Management Information & Controls
- Human Resources
- Management Goals & Objectives
- Personal Financial Well-being
- Products & Services
- Sources & Adequacy of Capital
Our #1 goal is to create peace of mind for you. Client 361 is a unique service that helps make this happen. For more information and to begin the Client 361 process, call your BMSS CPA today. We’ll walk through a series of important questions with you to learn your goals as well as your pain points.