How It Works
Our unique way to evaluate your business model and recommend the best ways to improve it.
Request the required documentationWe 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 QuestionsThe 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 GoalsUnderstand 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 PlanUsually 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.
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
Visit Our Office
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!