Money Matters

When it comes to money, most business owners are dealing with it one of two ways: you either micro-manage your books and use your financial reports as a crystal ball that allows you to predict the future OR you manage your financials by going online and checking your balance.

How do you handle money in your business?

Do you have a strong relationship with your CPA, bookkeeping team, and controller?  Do you have multiple entities and is the cash flowing between those entities properly? Do you need financing for your business? Are you properly tracking loans you have made to your company? Are your capital contributions booked appropriately? Has your business loaned you money?

This is the thing: We sabotage our success when we have financial uncertainty.

Financial uncertainty materializes is bad decision-making, playing too small, and feeling massive fear. As a result, our business suffers. Conversely...

Financial systems give you freedom!

These are the money matters we help you with. Get started on creating a sustainable, profitable business model by coming in for your LIFT Your Life And Business Planning Session.

Thank You

Thanks for your interest. I know you have a lot of options when it comes to legal planning. Sam has been the trusted partner of the Duxbury area residents. I look forward to meeting with you. Schedule today!

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Licensed in Massachusetts

Samantha Allen
Rated by Super Lawyers


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