To help celebrate National Women’s Small Business Month in October, here's a link to free webinars from the U.S. Small Business Administration https://bit.ly/4dHmMFS
The Small Business Advisor
Financial Services
Roswell, Georgia 714 followers
Empowering small business owners with cash flow analysis and expert bookkeeping.
About us
Located in Metro Atlanta, The Small Business Advisor has been a cornerstone of the local business community for 30 years. Our longstanding presence in the region has allowed us to develop deep ties with a large network of other key professionals and an extensive understanding of Atlanta's unique business opportunities. Clients who work with us benefit from our commitment to empowering them and all small businesses through comprehensive and tailored financial guidance. We specialize in a broad array of services designed to enhance the financial and operational health of our clients’ businesses, including: • Bookkeeping: Accurate and timely financial records management, ensuring our clients have the clarity to make informed decisions. As Certified Cash Flow Strategists, we provide a unique look at how the client manages their money and future planning. • Specialized Advisory Services: We provide strategic growth initiatives using specialized financial planning and analysis. Our expert advisors bring a wealth of knowledge and a proactive approach to help manage our client's business challenges. Our client base is diverse, reflecting Atlanta's dynamic business environment. We have an exceptional track record of supporting professionals and businesses in various sector While we specialize in some types of businesses, our flexibility and broad expertise allow us to cater to the needs of established companies of two or more years across many sectors. For example, with our expertise and knowledge . . . • Real Estate Investors better navigate the complexities of property investment, from cash flow analysis to tax strategies. • Mortgage Brokers streamline their operations to have precise financial tracking for better-informed decisions and industry compliance. • Attorneys receive financial advice to ensure the fiscal health of their legal practices based on their unique goals and services. • Handyman Services become a well-managed profitable service-oriented businesses.
- Website
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http://www.smallbusinessadvisor.biz
External link for The Small Business Advisor
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Roswell, Georgia
- Type
- Privately Held
- Founded
- 1995
- Specialties
- Business Consulting/Bookkeeping, Identity Theft Protection, Employee Benefits, Marketing Consulting, Certified Pro-Advisor - QuickBooks, Bookkeeping, Financial Data Management, Profit First Professional, Woman Owned Small Business Certified, cash management, cash flow management, business strategy, LegalShield, and Cash flow analysis
Locations
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Primary
1425 Market Blvd
Suite 530-100
Roswell, Georgia 30076, US
Employees at The Small Business Advisor
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Nikki R. Patel, MBA
Planning & Analysis • Financial Modeling • Budget • Forecast • Decision Support • Metrics Development • Business Partner
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Karen Bershad, Your Certified Cash Flow Strategist
Get insights, tools and systems to be profitable. Empowering small business owners with cash flow analysis and expert bookkeeping for profitable…
Updates
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Do you realize that being a woman has specific "cost penalties?" If you feel like you're not getting ahead financially, please join us for a free Lunch N Learn, "Why Women Should Invest Now," on Wednesday, October 2nd, from 11:30 AM to 1:30 PM ET. This event is limited to 21 people. Register today! https://bit.ly/47vPE2d
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Two ways women can build a solid financial future is by building an emergency fund and having a retirement investment account. If you're not sure how to accomplish both of these goals, please join us for a free Lunch N Learn, "Why Women Should Invest Now", on Wednesday, October 2nd, from 11:30 AM to 1:30 PM ET. Register today! https://bit.ly/47vPE2d This event is limited to 21 people. Don't wait! Register by 9/26/2024.
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Did you know 95% of women are the financial decision-makers in US households? During our free Lunch N Learn, "Why Women Should Invest Now", on Wednesday, October 2nd, from 11:30 AM to 1:30 PM ET, we'll be discussing this fact and how women's wealth building and spending are part of the"power of the female market." Register today! https://bit.ly/47vPE2d
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When it comes to saving and investing, why do women tend to fall behind? We'll be answering this question and others during a free Lunch N Learn, "Why Women Should Invest Now", on Wednesday, October 2nd, from 11:30 AM to 1:30 PM ET. Register today! https://bit.ly/47vPE2d
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What is the number one regret for women when it comes to their finances? If you're not sure, then please join us for this free Lunch N Learn, Why Women Should Invest Now, on Wednesday, October 2nd, from 11:30 AM to 1:30 PM ET. Karen Bershad, The Small Business Advisor, and Karen J. Lee, Karen Lee & Associates, will be your presenters to get answers to the the number one regret for women when it comes to their financesand more questions like these… What is the cost of waiting to invest? Why do women tend to fall behind in their savings and investing? What are the cost penalties just for being a woman? What is the power and impact of the female market? How can you build a solid foundation and prepare for the future? How do you plan for a wonderful life? Register today...https://bit.ly/47vPE2d
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Women often have questions about money, savings and investing. If you have questions, please join us for an educational Lunch and Lunch on Wednesday, October 2nd. https://bit.ly/3TmSiBK
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Where DOES your money go? You have business income, but are you still struggling to meet weekly and monthly expenses? By systematically managing cash flow, businesses can better handle unexpected expenses or revenue losses without resorting to panic or loans. This approach creates a financial buffer over time to avoid taking out loans or sacrificing growth plans. Business owners are better able to navigate financial challenges with greater confidence and independence when their cash flow is managed. #BeYourOwnBank Ready to learn more about how your business cash flow can be better managed? Set up a convenient time for a 30-minute conversation to see how we can help. https://bit.ly/3Rrgim6