Your Ultimate Year-End Readiness Assessment Package
Prepare for the New Fiscal Year with Confidence. and Ease!
What's Included in Our Year-End Readiness Assessment?
Financial Health Report
Cash Flow Management Insights
Operational Efficiency Recommendations
Expert guidance on how to streamline financial processes and leverage technology for increased efficiency.
1099 Assessment
A review of your vendor/contractor list to highlight any vendors that may require a 1099 submission.
Strategic Planning Session
A one-on-one consultation to discuss the assessment findings and develop a strategic plan for the upcoming year.
Valued at US$1,799
Limited time offer only US$399!
Special Limited
-Time Offer
Bonus Extras with Your Purchase
- 1. Bookkeeping & Accounting Discount: As a special thank you, clients who purchase our Year-End Readiness Assessment Package will qualify for an exclusive discount on future bookkeeping and accounting services.
- 2. 50% Rebate: On the cost of the assessment after 3 months of a qualified service.**
- 3. Tax Firm Introduction: Rest easy knowing your taxes are expertly managed at a fair and reasonable price.
- 4. Educational Materials: Gain access to resources designed to boost financial literacy and equip key stakeholders with a robust understanding of financial concepts.
- 5. Exclusive Webinar Access: Receive an invitation to an exclusive year-end financial planning webinar, packed with additional insights, tips, and invites to future webinars.
- 6. 100% Guarantee: We are so confident that this assessment will be of absolute value to your business that we offer a 30 day money back guarantee.
** A qualified service includes: Prime Ledger’s Outsourced Accounting and Bookkeeping, Fractional CFO or Payroll Services.
Assured
Confidentiality
Why Choose Prime Ledger's
Year-End Readiness Assessment?
Unlock Your
Business's Fiscal
Potential: Key Benefits
of Prime Ledger's
Year-End Readiness
Assessment Package
Here are some key benefits of opting for Prime Ledger's Year-End Readiness Assessment package
- Financial Clarity: The comprehensive financial health report provided in the package will give you a clear understanding of your business's financial position, guiding your decisions for the upcoming fiscal year.
- Cash Flow Optimization: Our cash flow management insights will help you enhance your cash flow, manage receivables and payables more effectively, and optimize your working capital.
- Operational Efficiency: The operational efficiency recommendations will streamline your financial processes, saving you time and resources in the long run.
- Strategic Planning: The strategic planning session will equip you with a robust plan for the upcoming year, tailored to your specific business needs and goals.
- Tax Compliance: The 1099 assessment will ensure that you're compliant with tax laws regarding vendor/contractor payments.
- Exclusive Discounts and Resources: With exclusive discounts on future bookkeeping and accounting services, educational materials, and access to our exclusive webinars, you're not just purchasing an assessment package but a long-term financial success partner.
- Data Security and Confidentiality: We prioritize your data security and confidentiality, starting all our client relationships with a Non-Disclosure Agreement (NDA).
- Expertise and Experience: Led by CPA qualified accountant Jordan Goldman (former Ernst & Young), you're getting top-tier financial expertise at an affordable price.
- Limited-Time Discounted Price: Get the package valued at $1,799 for only $399 - a limited-time offer that gives you maximum value.
- Preparedness: Don't wait until the last minute; prepare for the new fiscal year today with Prime Ledger's Year-End Readiness Assessment Package.
Don't wait until the eleventh hour.
Prepare your business for the new fiscal year today with
Prime Ledger's Year-End Readiness Assessment Package!
FAQs
We provide a comprehensive suite of financial services, including Fractional CFO, Bookkeeping and Accounting, Outsourced Finance Department, Financial Planning and Analysis, Fundraising Support, Exit Strategy and M&A Advisory, Financial Process Improvement, and Tax Planning and Compliance.
Our pricing is customized based on the specific services required, the size of your business, and the complexity of your financial needs. We offer flexible pricing options to accommodate businesses at various stages of growth. Please schedule a consultation to discuss your unique requirements and receive a personalized quote.
Yes, we understand that each business has unique financial needs and challenges. Our team has experience across various industries, and our services are tailored to address the specific requirements of each client, ensuring targeted solutions that align with their business objectives and growth plans.
Our team of financial experts is composed of seasoned professionals with extensive experience in finance, accounting, and business strategy. We maintain a rigorous hiring process and invest in ongoing training and development to ensure our team stays up-to-date with industry best practices and trends.
Our process begins with an initial consultation to discuss your financial needs. We then conduct a customized financial assessment, develop tailored solutions, and provide ongoing support and guidance throughout implementation. We continuously review and adjust our strategies to ensure your business remains on the path to success.
Our process begins with an initial consultation to discuss your financial needs. We then conduct a customized financial assessment, develop tailored solutions, and provide ongoing support and guidance throughout implementation. We continuously review and adjust our strategies to ensure your business remains on the path to success.
Our process begins with an initial consultation to discuss your financial needs. We then conduct a customized financial assessment, develop tailored solutions, and provide ongoing support and guidance throughout implementation. We continuously review and adjust our strategies to ensure your business remains on the path to success.
Our process begins with an initial consultation to discuss your financial needs. We then conduct a customized financial assessment, develop tailored solutions, and provide ongoing support and guidance throughout implementation. We continuously review and adjust our strategies to ensure your business remains on the path to success.