Commercial Financing

Picture of a CFO working at Secure Plus Financial to provide a client with financing consulting services in Brownsville, Texas

How to prepare for a meeting?

Almost all the clients we’ve helped already have a bookkeeper, accountant, or CPA; some are even their family members or friends. Unfortunately, we found it’s very rare that they are also tax strategists.

End of Year Small Business Checklist

The end of the year is a great time to review your small business financial checklist and make sure that you are ready for the upcoming year.