Are you ready to take control of your business’s financial future? Scheduling a free consultation with Fram Financials is a great first step. We’re committed to helping small and medium-sized businesses across Eagle County and the Vail Valley achieve clarity, efficiency, and growth through our accounting and financial strategy services. To make the most of our time together, we recommend gathering a few key documents and materials. This will help us get a full picture of your business’s financial health and objectives and ensure a productive conversation focused on your goals.
Step 1: Schedule and Set Aside Time for your Free Consultation with Fram Financials
We recommend scheduling your consultation for the late afternoon, ideally allowing enough time without any other meetings or commitments. These consultations typically last between 1.5 and 2.5 hours, depending on the complexity of your needs and how much information you’d like to cover. This flexible format allows us to fully understand your business and dive into any questions or details you want to discuss.
Step 2: Gather Your Financial Documents
To start, it’s essential to provide a comprehensive view of your business’s finances. Here are some specific documents that will be most helpful:
2–3 Years of Profit & Loss Statements (P&L): Also known as your income statements, P&L statements help us understand your revenue, expenses, and profitability trends over time. We also recommend bringing a Year-to-Date (YTD) P&L statement so we can see your current financial position and progress for the year.
2–3 Years of Balance Sheets: Your balance sheets provide a snapshot of your assets, liabilities, and equity. This information will help us assess your business’s overall financial health and ability to meet obligations and leverage opportunities.
Cash Flow Statements (Optional): Cash flow statements are also helpful, especially if you’re focused on understanding cash inflows and outflows. This document gives us additional insight into how effectively you manage cash, a critical factor in business sustainability and growth.
Step 3: Compile Strategic Documents and Objectives
Beyond financial documents, having a clear sense of your business’s purpose and direction will help us better tailor our advice. Here’s what to consider bringing:
Business Plans: If you have a formal business plan, this is extremely useful as it outlines your strategy, target market, competitive landscape, and goals. Even a high-level summary is helpful.
Mission, Vision, and Values Statements: Your mission, vision, and values form the core of your business identity. Sharing these helps us understand what drives your business and allows us to tailor financial strategies to align with your core principles.
Goals and Pertinent Descriptions: Outline your short- and long-term goals, whether it’s growth targets, stability, or specific achievements. Any additional descriptions or context related to these goals can be helpful in guiding our conversation.
Organizational Structure and Personnel: An overview of your business’s organizational structure and personnel can offer valuable insights into operational dynamics and team roles. Whether it’s a simple team chart or detailed personnel descriptions, this information helps us identify any potential areas for efficiency or realignment.
Step 4: Submit Documents in Advance
Once you’ve scheduled your consultation, we strongly recommend you send any documents ahead of time. This allows us to review them before our meeting, which means we can spend more time in conversation and less time reviewing basics. Send files via email to neil@framfinancials.com and rest assured that your information will be handled with the utmost confidentiality.
What to Expect in the Consultation
During our conversation, we’ll review your documents, explore your goals, and discuss your unique needs. Our team will provide initial insights and potential solutions, and we’re here to answer any questions you have about our accounting services in Eagle County. By the end of the meeting, we’ll mutually determine if Fram Financials is a good fit to support your business’s goals. If so, we’ll provide an engagement letter outlining our recommended services and transparent fees.
Ready to Take the Next Step?
Your free consultation with Fram Financials is a valuable opportunity to gain clarity, direction, and support in achieving your financial and organizational objectives. With your documents prepared and a clear sense of your goals, we’ll be able to hit the ground running if you decide to work with us. Contact us today to schedule your consultation—let’s get started on building a brighter future for your business in Eagle County. Have additional questions about how to prepare for your free consultation with Fram Financials? Give us a call!
Call 720-252-6237 or Click Here to Schedule Your Free Consultation.
Comentarios