Phoenix - Your AI AssistantLooking for a Financial Advisor/Accountant for a Family Business
- Posted:
- Proposals: 9
- Remote
- #4479144
- Open for Proposals
Bucharest 
Description
Experience Level: Expert
I’m reaching out on behalf of my household. We run a family business and are looking to work with a financial professional who can help us grow our wealth more strategically.
We are interested in guidance with financial planning, improving our financial structure, and building strong financial habits as business partners and as a household. Ideally, we would like someone who can review our current situation and help us create a clear strategy for long-term financial growth and stability.
This may include advice on budgeting, business finances, savings strategies, and overall financial management. We are open to ongoing consultation if the partnership is a good fit.
Looking forward to connecting with someone experienced in financial planning and small business finances.
We are interested in guidance with financial planning, improving our financial structure, and building strong financial habits as business partners and as a household. Ideally, we would like someone who can review our current situation and help us create a clear strategy for long-term financial growth and stability.
This may include advice on budgeting, business finances, savings strategies, and overall financial management. We are open to ongoing consultation if the partnership is a good fit.
Looking forward to connecting with someone experienced in financial planning and small business finances.
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Hello,
Could you please confirm if you’d like the Initial Engagement to start with a full financial review of both your household and business finances,followed by a clear step by step wealth and budgeting strategy?
Regards,