Business Tracking Workbook
This workbook is designed with the entrepreneur and small business
Executive Financial Solutions (“EFS”)was founded in 2021 in Freeport, Grand Bahama. We are a financial management and accounting firm that focuses on working with business owners, entrepreneurs, and professionals throughout the islands of the Bahamas. 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.
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 financial service firm that has a main focus on working with business owners, entrepreneurs, and professionals. 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.
With a proper financial strategy, you can meet goals for yourself and for those who matter most. Executive Financial Solutions considers the things that matter to you most and helps you align yourself to meet your financial goals.
No two business are exactly alike , so our business solutions are tailored to your specific needs and include the programs and services
No two businesses are the same. Therefore, Our Business Solutions are tailored to meet your specific business needs. Some of our services includes:
The first step in establishing a relationship of trust is getting to know you, your business or financial situation, and your personal and business goals. Our intention is to translate these goals into customized strategies.
Based on our consultation, we conduct a thorough analysis of your financial/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/financial strategy. We will meet on an ‘as needed’ basis to monitor your progress and goals in light of changes in the economic environment and recommend adjustments as deemed appropriate. At Executive Financial Solutions, we pride ourselves on commitment, and look forward to strengthening our relationship with you.
This workbook is designed with the entrepreneur and small business
Are you an aspiring small business owner or looking to
Get started on your financial journey with this self managed