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Small business owners understand the critical role that financial management plays in the success of their company. That's why we're thrilled to introduce JOLT’s proprietary advisory packet designed specifically for small businesses. With this comprehensive tool, you'll gain valuable insights into your cash flow, business growth projections, and associated tax liabilities. Let's explore how our advisory packet can empower your small business for financial success.
Tracking Cash Flow: Cash flow is the lifeblood of any business – especially small businesses. Our advisory packet includes a simple yet robust cash flow tracking feature that allows you to monitor your inflows and outflows with ease. By maintaining a real-time view of your cash position, you can make informed decisions regarding investments, expenses, and working capital management. This invaluable tool helps you identify potential cash flow gaps in advance, allowing you to take proactive measures to ensure stability and growth.
Business Growth Forecasts: Understanding your business's growth potential is crucial for strategic planning and goal setting. Our advisory packet incorporates forecasting growth expectations affirmed by you and is updated monthly. With accurate growth projections for the current year, you can make informed decisions about resource allocation, expansion opportunities, and hiring strategies. These insights empower you to chart a path towards sustainable growth and maximize your business's potential.
Tax Liability Estimation: Tax compliance is a complex and ever-changing landscape. Our advisory packet simplifies this process by providing you with an estimation of your tax liabilities based on your financial data and prevailing tax regulations. As your current year forecast is updated, so is your tax liability. By gaining visibility into your potential tax obligations, you can proactively plan for tax payments, optimize your tax strategies, and avoid any surprises at tax time. This feature ensures that you stay in compliance with tax laws while minimizing your tax burden.
Budgeting and Expense Management: Our advisory packet consolidates the expense categories so you can strategically focus on the business expense categories where small changes make a big difference – like payroll, subscriptions, etc.
Conclusion: The best part of JOLTS’s Advisory packet is that it is simple and interactive. We help get it all setup up. From there, we meet with the CEO to refine goals and build simple metrics. (Generally, this takes one hour.) After that, it is yours and becomes a tool you can use all year long to help you stay on the path you have outlined for your business. We have designed the tool specifically for small business owners who wear many hats and want results but don’t have the time to put all the details together.
The advisory packet is free to all of JOLT’s clients and has proven to be an invaluable everyday tool for our CEO. Contact us today to learn more about how our advisory packet can revolutionize your small business's financial management and drive long-term success. Together, let's unlock your business's full potential.
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