Consulting categories:
Insurance:
- Insurance Verification – Certificates of Insurance proofed for validity
- Insurance recommendations – Review of coverage for adequacy
Goal Planning:
- Identify goals for your business and chart a course to achieve them
- Identify challenges in your business and work to overcome them
Non-Profit organization assistance:
- QuickBooks set up and maintenance
- Chart of Accounts
Debt Management:
- Organize and Prioritize Debts and Creditors
- Budget development and use
Family Involvement in Business:
- Generational Transfer
- Transition planning and issue resolution
Nursing Home Planning:
- Pre-attorney prep
- Medicaid pre-Application assistance