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Small Business Consulting

At WealthCo Financial Group, LLC we offer many levels of business consulting services to meet our small business clients unique financial and accounting needs all the way from providing "part time" CFO support to basic accounting system setup and training.

The key areas include:

  • CFO Services
  • Financial Statement Analysis
  • Cash Flow and Budgeting
  • Financial Forecasting and Modeling
  • Bank Relationship Support
  • Business Succession Planning
  • QuickBooks and Peachtree Support
  • Year-End Business Planning
  • Sales and Franchise Tax Planning
  • Business Entity Selection