Prudent Solutions for all types of Small Businesses

The Prudent Group (aka Ventegy)
Home
About
Services
Blog
Contact Us
Exec Bios
Testimonials
The Prudent Group (aka Ventegy)
Home
About
Services
Blog
Contact Us
Exec Bios
Testimonials
More
  • Home
  • About
  • Services
  • Blog
  • Contact Us
  • Exec Bios
  • Testimonials

  • Home
  • About
  • Services
  • Blog
  • Contact Us
  • Exec Bios
  • Testimonials

Consulting & ADVISORY Services

Small Business Tax Credit Program Guidance

Virtual CFO Program II - Financial Planning, Reporting, Assessment and Adjustments

Small Business Tax Credit Program Guidance

The Employee Retention Credit (ERC) program provides no-strings-attached refunds (CASH!) to companies that paid W2-based employees during 2020 and 2021 AND that were impacted by COVID.

 

TPG has Certified ERC Specialists ready to dis-spell the commonly held myth that you do NOT qualify because of PPP or no-decline in revenue!  


TPG is affiliated with the top ERC fulfillment company (4K+ filings, $4B+ credits to clients). 


Also ask about R&D and Work Opportunity credits!  

MAKE AN APPOINTMENT TODAY TO DISCUSS THESE VALUABLE SMALL BUSINESS CREDIT PROGRAMS & YOUR ELIGIBILITY

Virtual CFO Program I - PRAAD

Virtual CFO Program II - Financial Planning, Reporting, Assessment and Adjustments

Small Business Tax Credit Program Guidance

Take advantage of TPG's small business financial acumen and experience utilizing TPG as a Virtual CFO that coaches the Owner/CEO/MP/Exec Team using TPG's PRAAD (Planning; Reporting; Assessment; and, ADjustment) program entailing:


Initial Detailed Financial Assessment (SW, COA, accounting processes, reporting, Owners Training (how financial reporting supports management) (IDA)


Baseline Plan (with annual review & update)

Reporting (P&L, BS, CF and PvA); 

Reporting Assessment; and, 

Planning Adjustments


After IDA and Baseline Plan, two Zoom calls per month: general ad-hoc (problems of the day); and, specific assessment of the monthly financial reports and Planning Adjustments.

CALL US FOR A QUOTE

Virtual CFO Program II - Financial Planning, Reporting, Assessment and Adjustments

Virtual CFO Program II - Financial Planning, Reporting, Assessment and Adjustments

Virtual CFO Program II - Financial Planning, Reporting, Assessment and Adjustments

Take advantage of TPG's financial acumen and small business financial experience with the Virtual CFO programs: Financial Planning & Assessment (FP&A) - Working and interfacing with your Executive team; Financial Process Management (FPM) and FP&A - Becoming a key part of your organization.


FP&A Program

Initial Detailed Assessment (including financial SW assessment, COA review, accounting processes, financial reporting (how owners use financial reports to help manage their company), and more ("IDA"); Creation of Baseline Plan (with annual review & update); Reporting (P&L, BS, CF and PvA); Reporting Assessment; and, Planning Adjustments).


After IDA and Baseline Plan, Virtual CFO two Zoom calls per month: general ad-hoc (problems of the day); and, specific assessment of the monthly financial reports and Planning Adjustments.

CALL US FOR A QUOTE

Special Projects

Board of Directors & Advisory Boards

Virtual CFO Program II - Financial Planning, Reporting, Assessment and Adjustments

TPG supports Special Projects, ie projects that involve people, conflicts and internal complexity where discretion is a must and a third party is the best way to achieve results. 


Examples include, but are not limited to: Partnership Issues; Tax (Corporate, Payroll,  Personal) Filing Delinquencies; Concern about Financial Integrity and Financial Basics (bank reconciliations, monthly closings, regular financial reports, etc); and, negotiation & mediation (fair outcomes).


TPG has specialized in helping companies with Special Projects since 2010. 

CALL US FOR A QUOTE

Board of Directors & Advisory Boards

Board of Directors & Advisory Boards

Board of Directors & Advisory Boards

Benefit from TPG's experience as a qualified board member that;

  1. Is a proven fiduciary
  2. Is able to build amicable relationships with the CEO and fellow board members
  3. Voice a knowledgeable opinion to the rest of the group in a diplomatic manner and help create consensus within the board. 
  4. Provide advise based on advanced  financial knowledge, including how to read a balance sheet, a P&L Statement, cash flow analysis and audit reviews. 
  5. Having access to resources like government leaders, professional relationships, past or present industry colleagues, attorneys, accountants and consultants is beneficial

CALL US FOR A QUOTE

Major Corporate Event Support -

Board of Directors & Advisory Boards

Board of Directors & Advisory Boards

Considering raising capital, selling your company, acquiring other companies, establishing key partnerships


 Get your company into a state of Corporate Readiness ... we'll take your company thru a CRE to get you ready for your company's next key corporate event AND enhance your daily  management decisions. Turn due diligence into a company differentiator! 

CALL US FOR A QUOTE

Strategic Advice anchored by Corporate Readiness (CR)

Corporate & Business Development for green new solutions

Corporate & Business Development for green new solutions


Consulting Hours & Packages

(Ad hoc, Monthly, Special Projects)


 Get your company into a state of Corporate Readiness ... we'll take your company thru a CRE to get you ready for your company's next key corporate event AND enhance your daily  management decisions. Turn due diligence into a company differentiator! 

CALL US FOR A QUOTE

Corporate & Business Development for green new solutions

Corporate & Business Development for green new solutions

Corporate & Business Development for green new solutions


Green New Solutions creates centers where alternative energy, vertical farming, environmental enhancement and other innovative projects come together in collective sites around the world.

CALL US TO DISCUSS YOUR PROJECT

Copyright © 2022 The Prudent Group - All Rights Reserved.


Powered by GoDaddy Website Builder

This website uses cookies.

We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.

Accept