Financial Statement Preparation

What is a Budget?


A budget is a statement that estimates your financial resources and expenditures for a given period. Basically, it is an estimate of how much money you make and how much money you spend over that time frame. It can be weekly, monthly, quarterly or annually. Having a budget is one of the best ways to figure out where you can increase savings for your goals and dreams.

What is a Cash Flow Statement?


A cash flow statement is a statement that summarizes your cash inflows and outflows for a given period. Basically, how much comes in and how much goes out. It can also be weekly, monthly, quarterly or annually. Understanding your cash flow

What is a Net Worth Statement?


A net worth statement is a statement of your assets and liabilities. Your net worth is the difference of your assets and liabilities. Basically, how much do you own and how much do you owe. This is one of the best snapshots of your financial health. Reviewing your net worth annually is a great idea.


If you feel our Financial Statement Preparation techniques can help you achieve your goals, please schedule an Intro Call!


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