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Complimentary phone consultation and screening
Full review of financial statements and cash-flow picture
Tax returns prepared with our partner CPAs
Light compliance / controls check
Supply chain / operations quick audit
One 90-minute strategy session (virtual or in-person in Avon or Naples after screening)
Written report with 5–7 actionable recommendations
Complimentary phone consultation and screening
Full review of financial statements and cash-flow picture
Tax returns prepared with our partner CPAs
Light compliance / controls check
Supply chain / operations quick audit
One 90-minute strategy session (virtual or in-person in Avon or Naples after screening)
Written report with 5–7 actionable recommendations