We offer invaluable financial coaching services for small business owners.
If you are interested in our services, please fill out the form to schedule a 15-minute consultation with one of our Principals. An assistant will reach out to you within two or three business days to schedule an appointment.
Current clients, please do not use this form.
Tax planning strategies to minimize your tax liabilities and maximize your cash flow.
Experienced forecasting for the future using market trends is imperative to your company's success.
Maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly.
We can advise you on choosing an entity type and later restructuring, if advantageous.
© Bernstein Financial Services, Inc