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Business Consulting Services

Business Consulting

Make your next business decision with a clearer picture.

When you are busy running a business, it can be hard to step back and see what the numbers are telling you. Questions about growth, expenses, and profitability deserve time and attention.

Nikol Shapiro, CPA works directly with business owners to understand their goals and review the financial information behind their decisions. Based in Plymouth, Minnesota, she offers practical conversations focused on what matters to your business.

Bring your business questions to the table.

Whether you are considering a change or trying to understand current results, start with the decision you need to make. Nikol can help you review the available information and identify what needs a closer look.

  • Understanding your financial reports and business performance
  • Reviewing revenue, expenses, and profitability
  • Building budgets around your goals
  • Evaluating plans to hire, expand, or make a major purchase
  • Identifying gaps in financial records and reporting
  • Connecting business decisions with tax planning questions

What does working together look like?

  1. Start with your goals

    Tell Nikol about your business, the challenges you are facing, and the decisions ahead. Together, identify the questions to focus on first.

  2. Review the numbers and options

    Share your financial reports and relevant records. Nikol will help you examine the information, discuss assumptions, and consider the financial side of your options.

  3. Set practical next steps

    Discuss priorities, information to track, and actions to consider. Arrange a follow-up when you are ready to review progress or revisit a decision.

What should you bring to the conversation?

Start with what you have. Nikol can help identify any additional information needed.

  • Recent profit and loss statements and balance sheets
  • Your latest business tax return
  • An existing budget or financial forecast, if available
  • Details of major expenses, loans, and upcoming commitments
  • A short list of your goals and the decisions you are considering

Use the contact form for your initial inquiry. Nikol will explain how to share sensitive financial documents.

If your biggest concern is having money available when bills come due, ask about cash flow planning.

Cash Flow Planning
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Take the Next Step

Let’s talk about where your business goes next.

Share your goals and get help identifying the financial questions to address.

Contact Nikol