Financial Planning & Risk Management

OPTIMIZED FINANCIAL SOLUTIONS 360

  • Business Analysis: We aim to understand your business and your goals so we can provide you with actionable steps to help you achieve them by performing a deep dive into all facets of your business.

  • Financial Statement Analysis: We assess your company's financial performance over time to help predict future performance and inform decision-making. The financial statement evaluation will guide us on where in your operations to look for opportunities for enhancement.

  • Enhanced Performance: We help enhance your company’s performance by clarifying what’s working well and what needs to be improved by evaluating various financial and operational key performance indicators, tracking the performance of your objectives and key results, and providing insights on how to decrease your profitability risks.

  • Drive Accountability: We help drive accountability by guiding you and your team to align on the necessary action steps to improve the overall success of your company.

Your Path to Profit and Growth

  • Monthly Financial Review Meeting

  • Monthly Financial Statement Analysis

  • Monthly Budget to Actual Analysis

  • Monthly Cash Flow Forecasting

  • Monthly Financial Performance Report

  • Quarterly OKRS and KPIs Analysis

  • Semi-annual Budgeting

  • Annual Business Risk Assessment

  • Financial Performance Dashboards

TAX PREP & PLANNING

Tax Preparation and Planning Icon
  • Maximized Savings: We identify deductions, credits, and strategies to legally minimize your tax liability.

  • Reduced Stress: We'll handle your complex and time-consuming tax matters to alleviate your stress and ensure accuracy.

  • Compliance Assurance: We stay up to date with the frequent tax law changes and regulations, reducing your risk of tax preparation errors or audits.

Maximize Your Savings With Our Expert Tax Guidance

Tax Prep & Planning

  • Business Income Tax

  • State Tax

  • Business Owner Personal Tax

  • Tax E-File

  • Quarterly Tax Strategy Tips & Entity Analysis

BONDING / LENDING SUPPORT

Financial Statement

Audits

  • Provide reasonable assurance that the financial statements are fairly presented and in accordance with GAAP

  • Assurance Level: Reasonable

  • More extensive, including testing of internal controls and substantive procedures on transactions and account balances.

Financial Statement Reviews

  • Provide limited assurance that the financial statements are fairly presented and in accordance with GAAP.

  • Assurance Level: Limited

  • Less extensive, including inquiries and analytical procedures

Financial Statement Compilations

  • Presents financial statements in accordance with GAAP.

  • Assurance Level: None

Increase Your Credibility, Increase Your Bonds, and Secure Your Loans

RNB Capital LLC

Tamarac, Florida, 33321

954-228-0549

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