Business Tracking Workbook
This workbook is designed with the entrepreneur and small business
About Us
Executive Financial Solutions (“EFS”) was founded in 2021 in The Bahamas. We are a Bookkeeping, Accounting and AI Advisory firm that focuses on working with small-to-medium sized businesses throughout the Bahamas, the Caribbean and the USA. We believe in meeting our clients where they are and guiding them to where they want to be.
We Are Focused On Providing Solutions To Our Clients For Challenges They Are Facing.
Our Mission
To be the most trusted and reliable financial services firm, maintaining the highest level of integrity while creating successful financial futures for our clients.
Provide quality guidance, build relationships, and develop innovative solutions for our clients.
We are a full-service bookkeeping and accounting firm. This means we invest the time to better educate, organize, and help prepare our clients for the inevitable financial issues they face. The real benefit is confidence in knowing you are able to protect and preserve your lifestyle, assets, and your business.
With our local presence, you can count on a unique client-first experience and resources to help you achieve the goal of financial independence for you and future generations.
Why Choose Us?
We take the time to understand the needs of our clients. We assist in designing and implementing strategies that align with our clients’ goals and objectives. We understand that there is no one cap fits all when it comes to business. Therefore, our strategies are unique to our clients.
The success of our clients is also the success of our firm. Therefore, we work hand in hand with our clients to ensure they receive exactly what they need when they need it!
Business Solutions
No two businesses are the same. Therefore, Our Business Solutions are tailored to meet your specific business needs. Some of our services includes:
- Audit & Reviews
- Bookkeeping & Accounting
- Agreed Upon Procedures
- Forensic Investigations
- Payroll & NIB
- VAT Filing
- Much more...
Our Process
The first step in establishing a relationship of trust is getting to know you, your business or financial situation, and your business goals. Our intention is to translate these goals into customized strategies.
Based on our consultation, we conduct a thorough analysis of your business situation, leveraging specialized professionals as needed to assemble and analyze a number of possible approaches. This step also allows us to find strategies that are comprehensive and customized for you.
After reviewing available options, together we select a strategy that best addresses your specific challenges, budget and opportunities. This consultative approach allows you to take action with confidence.
Our relationship doesn’t end with the implementation of your business strategy. We monitor your progress and goals and recommend adjustments as deemed appropriate. At Executive Financial Solutions, we pride ourselves on commitment, and look forward to strengthening our relationship with you.
Resources
Success Guide for the Aspiring Entrepreneur
Are you an aspiring small business owner or looking to
Self Managed Financial Plan
Get started on your financial journey with this self managed