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Financial Advisory & Planning

FOR SOLOPRENEURS AND BUSINESS OWNERS

Success does not automatically alleviate the worry and headaches. But the right advice and a strategic plan can. That’s what our business advisory service is all about.

Connect With Our Advisory Team Today!

Business owners’ three biggest pain points?  Insomnia, paperwork and cash flow according to a very insightful article*.

 

Our advisors understand both the day-to-day and aspirational aspects of running a business. When you work together with one of the EP Tremblay team, you gain a partner dedicated to helping you overcome obstacles and take your business to the next level.

 

We offer solid, practical advice -- the kind that self-directed help via books, seminars and software can’t match. You have a partner to discuss ideas and possibilities with as well as rely on for proven business strategies in areas spanning invoicing, billing, payroll, collections, cash flow management, taxes, profitability, budgeting, benchmarking, organization development, business planning and exit/succession planning.

 

Here’s how our service is structured:

 

  • We look at your unique situation, ask a lot of questions and discuss the areas in which you need help

  • We develop a custom action plan to help solve specific problems and improve your business 

  • We prepare your taxes each year

  • We meet with you regularly each year to ensure that you are on track and making progress toward stated goals

 

There is no need to lie awake at night. Talk to us about achieving the dream you had when you started your business.

FREESign up here for a free 30-minute consultation that includes a complimentary copy of Accounting for the Numberphobic by Dawn Fotopolous.

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* What Are Your Biggest Pain Points as a Business Owner? Published June 5, 2019. Read at https://thinkprofitfirst.com/business-pain-points/

Office Desk

OUR FINANCIAL ADVISORS CAN ASSIST WITH

INDIVIDUALS

✓ INVESTMENT POSITIONING

✓ FINANCIAL PLANNING

✓ ADMINISTRATIVE NEEDS

✓ ESTATE PLANNING & PRESERVATION

✓ LONG TERM CARE PLANNING

BUSINESSES

✓ TAX PLANNING

✓ PROFIT MAXIMIZATION 

✓ BENCHMARKING

✓ BUDGETING

✓ EXIT OR SUCCESSION PLANNING 

✓ CASH FLOW PROJECTIONS

AND MUCH, MUCH MORE