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In order to prepare a financial statement, it is important to accurately identify your financial position. Through careful analysis of your previous and current statements and activity, we work with you to update all of your books and records to ensure the most accurate information is obtained. We also can use the same information to manage the finance & accounting functions, conduct financial reporting & analysis, and prepare budgeting & forecasting for your business.
Having a skilled, licensed company to provide you with guidance has an immeasurable benefit. Joachim & Co. can offer you invaluable assistance with preparing your company for what lies ahead. For start-up companies, we can help you build your company from the ground up. For established businesses, Joachim & Co. can help you plan for the future and expand your business to suit your vision.
We can provide guidance and consultation for:
Comprehensive business plans
Executive summary of business plans
Assistance with financing applications
When initiating any venture, it is critical to establish clear, measurable, and attainable goals. At Joachim & Co, we have the expertise to help you identify, monitor, and attain these goals. Businesses need to be built to endure the test of time; we can help you structure your company to withstand perpetual changes in economic conditions.
Virtually all small business owners utilize their business income for personal financial goals such as retirement and education planning. We can assist you with preparing for these daunting challenges by analyzing your income and spending needs and by creating a plan that meets your objectives.
Efficient use of money and time is important to us and our clients, so one of our top priorities is providing a high level of quality, speed of service, and affordability.
We are always available to spend time with you to help you fully understand how to interpret and utilize the financial information we provide you. Our services include quarterly consultations regarding budget and tax planning.