Ask the SF Associates about your financial needs14 May
Let Us Help You Map Out Your Financial and Business Success! On June 8th, we will have FREE 30-minute consultations for local area startups and pariSoma members on your businesses financial needs provided by San Francisco Associates.
San Francisco Associates, a financial advisory firm in the financial district, will now be providing Parisoma members 4 hours of business and financial services. Since 1942, San Francisco Associates has been creating customized financial and business strategy plans to small businesses, individuals and families.
Companies will be able to benefit from a range of available financial services including those related to taxes, insurance/pension plans, accounting/bookkeeping, payroll service and business management.
Specific relevant services available include:
- Business Budgeting / Financial Forecasting
- Creation of Individualized Financial Reporting Models (utilizing the business’s existing software, if any, ie Quickbooks.)
- Operation Strategies, particularly those for sole/small business owners
- Determination of the best business entity to utilize (ie, LLC, S Corp etc.)
- 401K options for employees / Individual retirement support
- Health Insurance Analysis / Recommendations / Cost Info.
- Health Savings Account Analysis / Recommendations / Cost Info
- Personal Financial Analysis
Additionally, San Francisco Associates will help to provide you with access to respected professionals in relevant industries including:
- Certified Financial Planners
- Certified Public Accountants
- MBAs
- And, any other financial professionals deemed necessary
The first step to providing thorough, relevant financial services is to fully understand your individual (or your business’s) situation. As such, San Francisco Associates will be also begin providing 4-hour consultations at $100 for pariSoma members.
