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Money Matters
When it comes to money, most business owners are dealing with it one of two ways – you either micro- manage your books and use your financial reports as a crystal ball that allows you to predict the future OR you manage your financials by going to the ATM and checking your balance.

  • How do you handle money in your business?
  • Do you have a strong relationship with your CPA, bookkeeping team, your controller?
  • Do you have multiple entities and is the cash flowing between those entities properly?
  • Need financing for your business? 
  • Properly tracking loans you’ve made to the business? 
  • Capital contributions? 
  • Has the business loaned you money? 

Each of these situations has legal and tax impacts that we help you navigate.

These are the money matters we help you with.





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