Financial Confidence Map

Free Questionnaire and the Video Guide

What makes us different from our competition is that we insist on asking you a lot of questions before we even start so we all know that the path we are traveling is the right direction for your business.
Prior to being accepted into our Business Owners Package we will work with you to develop your Business Financial Confidence Map. Regardless of your business size, this is how we learn about you and what your business, accounting, and personal needs are.

How It Works

Our unique way to evaluate your business model and recommend the best ways to improve it.

Request the required documentation

We encourage all business owners to review the video and Business Financial Confidence Map worksheets and guide to be as best prepared as possible for our first meeting. For quality control purposes, we do limit how many Business Financial Confidence Maps we do face to face each month.

Answer the Questions

The Business Financial Confidence worksheets and guide will take you through a series of questions spread out over 6 simple steps. With the Business Financial Confidence Map used as a tool, we’ll explore where you are now, your current frustrations and concerns, evaluate your specific money model and understand your necessary ingredients.

Set up Your Business Goals

Understand your short term and long term business and personal goals, and lastly try to quantify how you prefer to get advice and what your attitude is towards paying taxes.

Get the Best Plan

Usually on our second meeting, we’ll go over your map and be able to talk about how that fits with our services, and talk about fees.

What is Business Confidence

  • Having Systems and Procedures
  • Having Standard Work Flows
  • Getting the Best Tax Refunds
  • Understanding what the 'Next Level' is
  • Simply Knowing you are on the Right Path

Why you need a Business Financial Confidence Map

  • It's a step by step process
  • It delivers predetermined results
  • Helps you know where you are today
  • Helps you know where you want to be tomorrow
  • Helps you to figure out a plan on how you're going to get there

Learn more about Business Financial Confidence Map from our video

Start working with Appletree Business Services

Request a Free Financial Confidence Map

Financial, accounting and tax consultations are all part of the Appletree Business Services Business Owners Package, all for a single fixed monthly investment that is agreed upon in advance, with no surprises.

Give Us a Call

(603)-434-2775 (APPLE)

Visit Our Office

15 Londonderry, Road, Unit #7 Londonderry, NH 03053

One way that we make ourselves different is that business owners must be qualified to be eligible for the Business Owners Package. To qualify, we go through our Free “Business Financial Confidence Map” process and worksheets.

We would be happy to meet with you at your office or ours to talk about how our flexible and affordable services can benefit your business. Please contact us today!

Business Financial Confidence

Used at Financial Confidence Map page

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