OUR METHOD

Lower your tax bill, automate work you don’t enjoy, & stress less.

 

ALL IN FOUR STEPS
  • Goals
  • You should never feel like "success" can only happen for other people. Clarifying your goals keeps you from feeling stuck, no matter where you're starting from today
  • We help you define your goals for business, your career, how much you’re spending or investing in your future, and tax savings.
  • We create definitions around your goals, so they move from “feelings” to achievable outcomes.
  • You’ll have a safe, judgment-free environment to share the experiences you truly want to achieve.
  • Key Success Indicators
  • Make sense of the key numbers in your business and personal finances that really have an impact.
  • See exactly how your specific numbers are helping or hurting your progress.
  • Know what adjustments can be made so you can reach your goals faster.
  • We revisit them throughout the year to ensure life or market adjustments are accounted for.
  • You’ll have a safe, judgment-free environment to share the experiences you truly want to achieve.

• Example: How will having a 6-months cash reserves make your daily stress better?
• Example: What can your debt numbers, compared to your income numbers, mean to potential lenders?
• Example: How should your current profit margins impact your business goals for the next 6 months?

 

  • Threats
  • We’ll uncover the things that could block better results in your business & financial life.
  • We’ll review the 9 Major Threats categories that could have the largest impact.
  • We’ll review the 9 Major Threats categories that could have the largest impact.
  • Action Planing
  • We’ll identify potential action items that will lead to tangible results.
  • We’ll assign priorities and timelines, so you realize progress as quickly as possible.
  • Your advisor will manage action items each month.
  • Your Action Plan will increase the time you can focus on the things you love, because we’ll be helping with the rest.

GET STARTED TODAY

Don’t Waste time managing things you don’t have to. We handle the major stuff so you can focus on what you do best.
  • Book a free strategy call today.
  • See exactly how we can help you pay less tax.
  • Simplify your life & stress less.
BOOK A STRATEGY CALL

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All rights reserved.

(614) 369 7069
(614) 653 4334
info@almasiaccounting.com

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