 |
 |
 |
|
||
 |
|
 |
|
||
Frequently Asked Questions - Small Business
Does a small business owner need a Personal CFO?
Small business owners are often so busy and so focused on their business that they have little time to pay attention to their own financial plans for the future. In fact, many small business owners look at their financial situation once a year - at tax time - and they wonder if they are getting sufficient return for all their hard work. When they start asking themselves that question, it's time to consider getting some help.
Very often, the thing that matters to a small business owner is his or her time. Working with an advisor who helps them get all their financial matters organized and in hand often removes the enormous burden of trying to run a business and keep all the moving parts of their financial life in good order.
From life insurance policies to long-term care to investments to wills and estates, there are just too many things to get your arms around if you are already working an 80-hour week.
Holly P. Thomas, LLC | Ph: 813.489.1700 | 1901 W. Cass Street | Tampa, FL 33606 | www.hollypthomas.com
Copyright 2010 Holly P. Thomas, LLC.
Quarterly Report Card
In today's tight credit environment, small businesses value the "Quarterly Report Card" we prepare for their use. This is a tool that demonstrates their commitment to effective financial planning and ongoing fiscal responsibility. Business owners whose financial record warrants such a report card find it a powerful tool for our negotiations with bankers for better cash management or loans.
