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The Small Business Advisor
Financial Services
Roswell, Georgia 722 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…
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Patricia Chavez
Strategic business consultant
Updates
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Several primary responsibilities of a business owner include creating and executing a strategic business plan, managing finances, and ensuring customer satisfaction. But many business owners think they have to manage every detail of the business themselves. But at some point you learn the real key to success is not doing everything by yourself, but to "work on your business, not in your business." That's when you let other trusted experts, like us, help you with cash flow management to gain necessary insights to strategically plan your business's long term financial health, ensuring a stable foundation for growth and resilience against unexpected financial challenges. Ready to learn more? Set up a convenient time for a 30-minute conversation to see how we can help you with your cash flow management. https://bit.ly/3Rrgim6
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What's your favorite tradition to celebrate the 4th of July? However you spend your holiday weekend, here's wishing you a lot of fun with family and friends. #IndependenceDay
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Small business owners too often check their bank balances to determine their "solvency." But key performance indicators of financial health include good cash flow, profitability, and operating efficiency. These indicators help assess a company's ability to meet short-term obligations, manage long-term debts, cover unexpected expenses, and generate a profit. Ready to learn more? Set up a convenient time for a 30-minute conversation to see how we can help you fit all the financial pieces together. https://bit.ly/3Rrgim6
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Maintaining work-life balance is crucial for small business owners. It enhances productivity, reduces stress, and improves physical and mental health, leading to a more successful business. Often times, achieving work-life balance involves trusting others to help you in areas where you're NOT the expert. Let us know how we can earn your trust. https://bit.ly/45LkjHR We specialize in a broad array of services designed to enhance the financial and operational health of our clients’ businesses, including: • Virtual Financial Management and Bookkeeping • Specialized Advisory Services • Exit Strategies
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As a small business owner, are you able to set and achieve your weekly goals during the WEEK – meaning only Monday through Friday? If you're working weekends, you may need to reassess your work-life balance by delegating tasks and setting time limits to focus on what you need to get done. Why? Because sometimes getting things done will take as long as you allow them to be a priority. Do you agree?
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Real estate investors too often go into debt to make down payments and manage high ticket maintenance and repairs. Then they collect rent and wait to achieve ROI over the long term. But what if there was a better way to avoid debt with a systematic cash flow plan where you have working capital to pay cash for things like property improvements and repairs, taxes and investing in additional properties. Becoming your own bank is the best case scenario no matter economic or personal circumstances. Set up a convenient time for a 30-minute conversation to learn how we can help you become your own bank. We'll provide you with a free snapshot of how this approach can work for you. https://bit.ly/3Rrgim6
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Real estate investors face numerous challenges, including managing borrowing costs, dealing with the complexities of property management, and understanding market dynamics. As a certified cash flow strategist, our clients benefit from strategies to mitigate the impact of these challenges on their investments. Let us know how we can help you. https://bit.ly/4cilmkS Many of the 16 challenges listed in this article from 2021 are still relavent. Read how experts weigh in on the challenges investors typically face and how to deal with them. https://bit.ly/3xgx9RF
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Whether you have a team of five employees or 500 employees, reviewing business and individual goals to ensure they are still the right ones is essential to optimizing the growth and revenue outcomes of a company. Goal realignment is crucial as it ensures a business remains aligned with evolving markets, objectives, and the company's vision. It fosters synergy, enhances collaboration, and maximizes productivity, driving innovation and strategic success. Read more...https://bit.ly/4bMLunS
How Leaders Use The Power Of Goal Alignment
social-www.forbes.com
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As a small business owner, do you prioritize a mid-year review? If not, you should make the time and put in the effort to do so. Why? A mid-year review allows business owners to assess progress toward their goals, identify improvement areas, and realign strategies for better outcomes. It's a crucial step for staying on track and making informed decisions for the remainder of the year. Here's an article with some good pointers to help get you started. https://bit.ly/4e5Hpgh
7 Benefits of a Mid-Year Business Review
score.org