We often run into clients who wonder if their bookkeeper is entering transactions correctly, or if their accountant is capturing all deductions available, or they just want to check on their business’ profitability before year-end—and they don’t want to switch current financial service providers.

In response, Profit Point has launched a new service called $econd Opinion.

Included in our $econd Opinion Service is:

• A review of clients’ QuickBooks file
• A review of last year’s tax return
• A high-level analysis of clients’ financial statements

We’ll meet with the client to discuss our findings and we’ll give them specific recommendations that they can use to:

• Improve the information they get out of QuickBooks
• Minimize the taxes they pay
• Increase profitability and cash flow

We’ll also let them know if their current provider is doing just fine. The service can be customized for each client and is much more affordable than calling in separate consultants. Depending on what services the client selects, they can get advice from a Controller, CPA and CFO for less than $500.

There is no further obligation or sales pitch involved—just our honest opinion.

If you are interested in learning more, contact us.