Do you have timely financial statements every month?

Do you have timely financial statements every month?

At Optima, I want to make sure that all of our clients have financials on time that are accurate and that they can rely on. There are too many business owners that get their financials 20, 30 days after the month ends. And you'd be surprised by how many business owners don't even get financials, except for once a quarter, maybe two months after the month has already ended.

Jay Carter

Pre-Transaction M&A and Capital Raising Consultant | Business Valuation | Exit Planning | Strategic Planning | Enhanced Valuation & Marketability | Preparing Businesses for Successful Sale or Capital Raise

4 年

This is SO IMPORTANT, especially for business owners planning to sell their business in the future.

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Kyle Onstott

Digital Marketing Agency CEO ?? ? Data & Analytics, Paid Media, Organic Marketing, Creative, Technology, Social Media, SEO, Ads, Email, Websites, & Video Content ??? National & Global Marketing ??

4 年

You're great at figuring stuff out. Always learning something from you.

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