We can help save you time, while you focus on the core aspects of running your business:
• Allow your business to grow by receiving the advice and support your business needs
• Focus on the core products and services of your business while we improve the revenue and profitability
• By working together, your business will provide greater personal wealth for you and your family
RETAINER
• Benefits analysis
• Profit and Loss
• Debt Management
• Startup and entity advisory
• 3 meetings a year
• Balance Sheet
CONCIERGE
(Includes all services from Retainer Level)
• Business Services review
• Employee compensation plans
• Owner compensation package(s)
• Transition and succession planning
• 4 meetings a year
• Detailed profit and loss review
BOARD
(Includes all services from Retainer & Concierge Levels)
• Employee financial education meetings 2 x / year
• Bookkeeping services at discounted rate
• Coordinated Tax Planning
* Business valuations done as needed at a discounted rate
975 Ebner Drive | PO Box 314 | Webster, NY 14580 | O: 585.216.1022
© DC Associates 2023