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Help us understand your business a little better!

Are your bank and credit card accounts reconciled monthly?

Do you have an accurate financial monthly you can look at?

Do your financial reports help you understand your company’s position?

Do you have an exit strategy for your business?

Can you take the financial reports to the bank for a loan?

Do you have monthly and yearly comparative reports to previous periods to see trends or warning signs?

Do you do any tax or estate planning?

Do you file your returns on time?

Do you pay late fees on your payroll taxes or income taxes?

Do you review your financial reports with someone?

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