Advantage BPO

Want a holistic approach to your back office headaches that will sync with your front office? A common denominator among the most successful businesses is that they measure and analyze their performance. Is your business becoming the dream you envisioned or do you sometimes feel like you have a tiger by the tail? I have over 20 years of experience working with businesses just like yours. I've developed an expertise in analyzing, evaluating and developing systems for growth a...nd profitability to help business owners achieve their goals. It all begins with the end. We need to understand where you're at, you tell me where you want to go and I'll help you develop a road map to get there. We all know that you have to understand where your business is financially so your accounting is the place to start. Sometimes just knowing the score is all you need to understand where improvement can be achieved and things that are working well can be made better. Accurate and timely accounting provides you the information you need to turn data collection into actionable intelligence that moves you toward your goals. The use of the intelligence developed by your accounting system will enable you to make bold tactical and strategic leaps in your business. Are you ready to get started making your business more profitable, efficient and enjoyable in 20189? It's not easy but it's doable. I'm ready to help you but you'll need to eat your Wheaties and give me a call. Please allow me to help you in the following areas: - Accounting - Business processes - Taxation - IT Analysis

Providing for a child's education is an important goal for many people. Planning ahead and understanding all your options are keys to achieving it. We understand the variety of investments and savings options that are available and can help you develop a strategy that takes all your goals into consideration. Working through the items on this checklist with your financial advisor can help you start turning your goal into a reality. Plan for the expected... Develop your education funding goal Consider what type of school you expect your child to attend: public, private or vocational. Estimate future costs. You don't have to know the exact amount, especially if your kids are young. Even an estimate can be helpful, and your financial advisor has a tool to estimate future costs at most colleges and universities. Determine how much of the costs you wish to cover. Determine where you are today Work with your financial advisor to take stock of your current financial situation and needs. Identify ways to increase your savings. Discuss balancing education savings with your other goals, such as retirement. Understand your savings plan options Review various ways to save for education, including: 529 plans Personal savings Custodial accounts Prepare for the unexpected Create an emergency cash reserve to cover at least three to six months' worth of living expenses. Discuss strategies, such as life insurance, to protect your family and finances from unpredictable risks. Keep your beneficiary information up-to-date. Position your portfolio for both Determine investment allocation After understanding your goals, current situation, time frame and risk tolerance, your financial advisor can help you choose investments appropriate for you and make adjustments as these factors change. Keep your focus on the long term through any short-term fluctuations that may occur during your college-saving years. Review, review, review Review your college savings strategy at least annually Review changes to your: Savings goals Investment mix Investment performance Insurance Adjust your strategies, if necessary.

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