|Your DayToday||Your Day WithOcozzio Advisors|
|45||Less TimeBusiness Administraton||5|
|35||More TimeGrowing Your Business||50|
|15||More TimeFamily Time||30|
|5||More TimePersonal Time||15|
Now there isn’t enough time in the day to get everything done. Particularly the bookkeeping, accounting, reporting.
The secret to building a successful business is knowing where to best spend your time. Focusing on the things that will drive your business to success - growing revenue and profitability are the secrets of successful businesses.
Think about how much of your time and resources are devoted to accounting, payroll, bank meetings, legal and so on. What if you had one professional resource that could handle all those time-soaking tasks, along with helping with financial planning, business strategy, HR and marketing support. What if all of these key functions were a single phone call away. A one-stop solution handled by highly competent professionals at a reasonable monthly fee, likely less than you are paying today!
Sounds almost too good to be true. Ocozzio Advisors was created for business owners like yourself. Save time - money - and sleepless nights.
With Ocozzio Advisors, you have a CFO and an accounting team to help you make financial business decisions. Plus all the time-sapping tasks like creating a budget, sending out invoices, staying on top of receivables, managing payables and creating timely financial statements. DONE. Without you having to lift a finger!
The Ocozzio Advisors team provides you with 24/7 visibility and accuracy. You ALWAYS have real-time and up-to-date financials. You have a personal, customized app on your mobile phone with all the key financial data. You always know where you stand.
Plus Ocozzio Advisors helps you manage your banking relationships, prepares lending packages, provides quarterly valuations and prepares your year-end taxes.
In addition to Accounting Support, Ocozzio Advisors can assist you in additional areas where you may need some professional support.
Our team of business professionals can help you with:
Click the buttons to the right to learn more.
Ocozzio Advisors is for business owners who desire to successfully operate and grow their business. Owners who wish to enjoy the advantages of ownership without always feeling like they are chasing their tails.
For one surprisingly, affordable monthly fee, your business can enjoy the benefits of the professional support of Ocozzio Advisors.
You choose what services you wish to utilize and at what level. You can modify the level of service at any time!
Ocozzio has many different ways to help you reach your business goals.
Plus, provide you with more time to do the life enriching things you have worked so hard to earn.
Our experienced bookkeepers are standing by to accommodate your business’ accounting transactional needs. We are available to pay bills, invoice your customers, reconcile bank and credit card accounts, and keep your accounting system up-to-date. No disruption for vacations, illness, etc. You can count on us to be there when you need us.
Your accredited Ocozzio Advisors’ CFO will create meaningful reports from your accounting data, extrapolating key information relative to your business. Now important decisions can be made with real time, relevant information.
We will help you set goals for your business, matching those goals with analytics to propel you towards achieving them. With our assistance, you will have access to forward-looking tools instead of only historical data you are likely used to getting from your accounting system. Our partnership with you helps you stay on top of your financial data, with real-time software solutions and access to your own CFO and accounting team.
Year end and tax time are typically not things we look forward to. Death and taxes, right? Our solution simplifies and abbreviates your year end. Forget dragging out the process with multiple communications, questions and meetings for income tax preparation. Forget the headaches and worries over what your tax bill might be. Our experts will keep you informed throughout the year on taxable income projections, as well as potential tax mitigation strategies. We will have done our homework throughout the year and will prepare your tax return in a timely manner. No fuss, no surprises.
Our focus is your focus, The Ocozzio Advisors financial support team works alongside your management team, providing guidance for all aspects of your business.
Whatever your need:
Ocozzio Advisors Financial Support gives you and your business a single point of contact for world-class solutions and support.
We can position your business to attract funding from various types of resources, making sure you get the best resources at the very best price.
Need help with “go-to-market” strategies, developing the rationale for product or service offerings, or communicating your value proposition in a manner that resonates with customers and prospects?
The Ocozzio Advisors professional strategy team can provide a professional resource that helps you “get it right”, and the best chance at reaching your goals.
The Ocozzio Advisors Marketing pros can customize a marketing support program that meets your business needs.
From designing, hosting and updating your website, to creating marketing collateral and developing customer awareness campaigns, the Ocozzio Advisors marketing pros can make your marketing effective and affordable.
The complex and nuanced world of corporate can be both daunting and costly for business owners.
Our affiliated team of attorneys will become your corporate counsel, to assist you with:
Our Legal Support is a FREE service for all Ocozzio Advisors clients. There is NO additional charge.
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