THE MODERN HELLO.™ | TAX & FINANCIAL
TAX PREPARATION | BOOKKEEPING | CFO | TAX PLANNING | STRATEGIC FINANCIAL PARTNERSHIPS
BOOKKEEPING | Our Bookkeeping System (Quickbooks) Set-Up & Planning Services are designed for Business Owners who need to have a reliable, secure and most importantly easy way to manage their business finances. The Quickbooks system is a simple accounting software that is very user friendly. We will select the best package for your specific business type.
Cloud-Based Bookkeeping:
-Organize Expenses
-Control Cash Flow
-Manage Bills & Vendors
-Inventory Tracking
-Invoicing & Payment Processing
TAX PREPARATION | Professional Tax Preparation that includes assurance that your return has been checked and double-checked for mathematical accuracy, tips for better managing your finances, a list of common deductions that may benefit you in the coming year and tips for limiting your future tax liability.
FINANCIAL INTELLIGENCE PROGRAM | The Modern Hello.™ Financial Intelligence Program is designed for Entrepreneurs to Gain Complete & Total Financial Control in their business.
The Modern Hello.™ Financial Intelligence Program | Online Learning Portal
The Modern Hello.™ Financial Intelligence Program | Digital Printable Workbook
Retirement & Net Worth Statement Calculator
Business & Personal Budget Templates
Digital Vision Board Template
The Modern Hello.™ Financial Intelligence Program Covers The Following Topics:
-Steps to Financial Success & Goal Setting
-Personal Financial Awareness
-Technology for Your Finances
-Understanding Your Own Key Performance Indicators
-Building Your Monthly & Yearly Projections