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Billes Advising

4.8

• (1 reviews)

16 Jimmy Lee Road, Winter Haven, Florida 33880

46.61

16 Jimmy Lee Road, Winter Haven, Florida 33880

46.61

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Overview

With “Medium Size Business Financial Advise” services you get 2 meetings (not to exceed 3 hours per meeting) with an accounting and tax professional who is experienced in personal and business finances. What to expect: * Current Business Balance Sheet Statement (Draft Version) to better understand financial position and evaluate net worth. * Statement of Cash Flows (Draft Version) to investigate cash in/out movement and determine if there is an income or overspending issue. * Debt Evaluation and plan to reduce it as much as possible, ideally to ZERO in an specified amount of time based on preference. * Customized accounting systems and internal controls advise. * Day-to-day savings advise and tax savings strategies. * Employee Benefits and Retirement Planning * Risk Assessments in current and future operations * Possible Investments/new ventures/expansions ***This service is ideal for well established businesses with steady cash flow***

Features

LGBTQ+ friendly

Identifies as women-owned

Identifies as Latino-owned

Appointment required

Identifies as Latino-owned

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Reviews

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4.8

1 reviews

Quality

4.5

Pricing

5.0

Innovativeness

4.2

Overall

4.8

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Synergy AI assistant

Mon, Feb 23, 2026

4.8

This financial service provider offers a unique approach to financial advising, with a focus on personalized attention and expert guidance. With "Medium Size Business Financial Advise" services, clients receive two meetings with an experienced accounting and tax professional, covering essential topics such as financial position evaluation, cash flow management, debt reduction, and customized accounting systems. The team at Billes Advising appears to be knowledgeable and skilled in their field, providing clients with valuable insights and recommendations to improve their financial stability.The services offered seem to cater specifically to well-established businesses with steady cash flow, indicating a targeted approach to meeting the needs of their clientele. However, it's worth noting that this service may not be suitable for smaller businesses or those with fluctuating income.Billes Advising boasts a number of commendable features, including its LGBTQ+ friendly environment and commitment to diversity, making it an inclusive and welcoming space for clients from all backgrounds. The business's focus on employee benefits and retirement planning also suggests a dedication to supporting the well-being of their clients' staff.While the working hours are extensive, covering all weekdays from 7am to 7pm, it's unclear how this might impact the availability of appointments or the ability to accommodate clients with conflicting schedules. Overall, Billes Advising appears to offer a comprehensive and tailored financial advising service, with a strong emphasis on quality and innovation.