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▶ Would it not be great to have a program manager that costs you zero dollars to access financial centers of expertise that enhance your profits for no upfront costs and you pay only when you accept our results?
▶ Even though I have 45 years experience working for very large, small and medium companies in 3 countries it is better for me to bring in people who specialize and are smarter than me to enhance your profits.
▶We enjoy scouring your business documents and entitlements for overlooked opportunities. Most of the money we find is hidden in your tax documents, expense statements, entitlements, in financial efficiency strategies and in your use of insurance and investment strategies.
▶We help your advisors generate a larger profit for you! Let us go profit hunting for you!
▶ EXECUTIVE SUMMARY:
We enhance profits for business owners, their employees and retirees. We work on contingency.
▶ For CPAs and Tax Professionals, we work jointly to increase advisory fee revenue for your business. We look for expense and tax cuts, maximize tax incentives, qualify for and leverage loans, use expertise from large business financial technologies. We provide a NO UPFRONT cost option to make our services more affordable to our clients. We also offer the above services to your client base as a free business development tool so you have additional resources for an up-sell opportunity.
▶ FOR BUSINESS OWNERS, ACCOUNTING AND TAX STAFF
We conduct complimentary profit consultations to find MORE MONEY for your business. We have proprietary software that identifies opportunities to pursue.
▶ PROFIT-FOCUSED FINANCIAL CENTERS OF EXPERTISE
We want to understand enough of your business to engage with the right center of expertise to enhance your business profit. I work with several profit enhancement Centers of Expertise and continually add more.
West 408-205-0146 East 757-401-4402