Business Financial Consultation

Finer Finance 101 provides an assessment of your current business finances and helps to identify a strategy to better to serve your financial goals.

• Development of financial strategies 

• Develop performance measures that support the company’s strategic direction

• Bookkeeping Services

• Manage budgeting, cash balance, cash forecast, and debt management

• Review and recommend cost savings options 

• Report financial results on a monthly, quarterly, annual basis

• Provide financial forecasting

Personal Financial Consultation

Finer Finance 101 provides for a customizable and personalized personal financial consultation.  Although it is important to cover all basic financial topics, we tailor your session with us to focus more on your particular situation.

Please note we provide financial investment education but not investment advising services!!!!