Acounting Services For Small Business Owners & individuals

Your One Stop Shop To Build & Manage Your Finances

At CMM Financial, we provide a comprehensive suite of financial services designed to help individuals and small businesses navigate the financial landscape with confidence.

Our services are tailored to meet the unique needs of each client, ensuring a personalized approach to financial management.

Accounting

Our accounting service is designed to provide a solid foundation for your financial decisions. We offer an in-depth understanding of financial management principles and tax laws, and apply these to your personal or business circumstances to maximize efficiency and profitability.

Bookkeeping

We offer comprehensive bookkeeping services that include historic analysis and QuickBooks setup. Our team ensures accurate record-keeping, enabling you to monitor your financial health and make informed decisions.

Tax Planing

Our tax planning service provides an evaluation of your last 2-3 years of returns, assessing deductions utilized, business structure, and other critical factors. Our aim is to minimize your tax burden and maximize your after-tax income.

Financial Strategy

We help you build a robust financial strategy for the next 12 months, factoring in known upcoming changes, capital needs, new hires, pricing changes, and more. This strategy is incorporated into a comprehensive cash flow model that guides your financial decision-making process.

Small Business Domination

As our flagship product, Small Business Domination includes everything a small business owner needs to excel. Here's a snapshot of what this comprehensive package offers:

  • Debt & Liquidity Analysis: We assess the type, amount, rate, payments, and balloon terms of your existing debt, and explore refinancing and other options to optimize your debt level.

  • Risk Evaluation: We identify potential risks, such as cost increases, rent hikes, and customer attrition, and evaluate their potential impact on cash flow.

  • Investments: In collaboration with our affiliated company, Arete Investing, we evaluate your capital against available options, balancing cash flow and growth potential while considering tax-advantaged investments.

  • Goal Setting: We help you set short-term (12-month), mid-term (5-year), and long-term financial goals. These could include cash flow objectives, company value growth, net worth increase, or specific liquidity targets.

  • Accountability: We ensure regular check-ins to avoid any drift from your set financial course. These meetings keep us updated with any changes in your business and goals, and also serve as reminders for crucial timelines such as tax document submission or investment timing.

Our Small Business Domination package is not just a service, it's a partnership. We work with you closely, providing the support you need to achieve your financial goals and drive your business towards domination in its sector.

For the professional support you need in managing your finances, choose CMM Financial. Schedule a call with us today to discuss how we can help you navigate your financial journey with confidence and success.