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Growth By Design

AlphaMark Tax MethodSM Stage Two

Get Accurate Financial Information & A Proactive Partner That Can Help You Make Strategic, Informed Decisions To Grow Year after Year!

Most small business owners don’t know their numbers…
And if they do know their numbers, they don’t know what they mean…
And if they do know their numbers, and they know what they mean, they don’t know what actions to take daily to improve their financial situation…

Accumulating wealth doesn’t occur in one, big “hit.”
Remember that “grand slams” don’t win championships.
It’s “base hits” that add up over time that equal something huge.

The very first thing we’ll do is sit down and figure out your current situation, and your goals.
And, there’s only four (4) steps between your current situation and your goals (sounds simple, but it’s not)

Those steps are:
You might be thinking… well… what’s the difference between what my accountant is doing for me, and this process…
In order to achieve your goals, you’re going to need someone to help you monitor your progress, especially in the Four Key Areas. While a lot goes into these Four Key Areas, we’ll help you track them:
So, if we can help you to monitor and grow in those four (4) key areas, there will still be problems you’ll have to deal with, but you’ll be able to face them with financial certainty.

And the problems you’ll face as a business owner will change over time.  As you grow from startup to $100,000, from $100,000 to $1,000,000, and from $1,000,000 to $5,000,000, from $5M to $10M, from $10M to $50M… the challenges continue to evolve.

But each and every business has five (5) key components:

Understanding that each of these components needs to have systems designed to support your vision and goals, is the first step toward addressing your most pressing business challenges.

The Systems themselves must also be designed with four (4) key components in order to be effective:

People, Processes, Tools, and Reporting

So, if this sounds like the proactive support that you need to achieve your business goals…

What does our AlphaMark TaxSM process look like?

We have four levels of services at the CFO level, and two of them are inclusive of Stage One of the AlphaMark Tax MethodSM