top of page
Screenshot 2023-07-12 220228.png

Financial Planning



At EmprePro Solutions, we have a unique advantage – our dedicated professional who serves as both a bookkeeper and a financial planner. With our comprehensive services provided by an expert, we offer a seamless and integrated approach to your financial needs. This means you can rely on them to not only maintain accurate and organized financial records but also provide strategic guidance to help you achieve your financial goals.

As a bookkeeper, our specialist will handle crucial tasks such as invoicing, accounts receivable, accounts payable, and financial statement preparation. By maintaining meticulous records and ensuring compliance, they enable you to have a clear picture of your financial standing at all times.

Simultaneously, as a financial planner, our expert will work with you to develop a customized roadmap that aligns with your aspirations. Whether you're planning for retirement, saving for education, or seeking investment opportunities, they will provide personalized guidance and help you make informed decisions to maximize your financial potential.

At EmprePro Solutions, we believe in the power of a holistic approach to financial management. By combining bookkeeping and financial planning under one knowledgeable professional, we can ensure that your financial strategy is comprehensive and cohesive. We prioritize transparency, integrity, and client-centricity in everything we do. Our specialist stays up-to-date with the latest regulations, tax laws, and market trends to provide you with accurate and relevant advice tailored to your unique circumstances.

Your financial well-being is our utmost priority. Contact us today to embark on a journey towards financial success.

Financial Planning Services

[Tax Planning and Preparation]

Our specialists stay up-to-date with the ever-changing tax laws and regulations to provide comprehensive tax planning and preparation services. We help minimize your tax liabilities, identify deductions and credits, and ensure accurate and timely filing of your tax returns.

We help you understand the various types of annuities available, assess your financial goals, and determine if an annuity is the right option for you. We can help you select and manage annuity contracts that provide a steady income stream during retirement or a specified period.
[Investment Advisory]
Our team provides professional investment advisory services to help you make informed decisions and maximize your investment returns. We conduct thorough research, analyze market trends, and offer guidance on investment opportunities that align with your risk tolerance and financial objectives.
[Retirement Planning]
We assist you in creating a retirement plan that ensures a comfortable and secure future. Our experts help you determine your retirement goals, calculate savings requirements, evaluate investment options, and develop a strategy to achieve a stress-free retirement.
[Life Insurance]
Our specialists help you assess your insurance needs, choose the appropriate coverage amount, and select the right policy type, such as term life or whole life insurance. We ensure that your life insurance plan aligns with your long-term financial goals and provides peace of mind for you and your family.
[Financial Planning]
Our expert financial planner will work closely with you to create a personalized financial plan tailored to your goals and aspirations. We analyze your current financial situation, develop strategies for saving and investing, and provide ongoing guidance to help you achieve financial success.

What do we Offer?

[Cash Flow Management]
We assist individuals and businesses in effectively managing their cash flow. Our experts help you create budgets, track expenses, optimize revenue streams, and provide strategies for improving your overall financial liquidity.
Office Desk

How Do We Get Started?

[Book A Consultation]
Start by scheduling a consultation with us. You can contact us through phone, email, or our online booking system to secure an appointment. Additionally, we will provide you with an intake form that gathers important information about your financial situation, goals, and any specific concerns you may have. By filling out the intake form prior to the consultation, you provide our team with valuable insights into your financial needs. This allows us to better understand your specific requirements and tailor our services to meet your expectations effectively.


[Meet and Discuss Needs]

The next step involves meeting with our experts either through an in-person appointment or a scheduled Zoom call, based on your preference and convenience. During this meeting, we will review the information provided in the intake form and have a detailed discussion about your financial goals, challenges, and aspirations.

We will work closely with you to understand your specific needs and propose suitable financial planning or bookkeeping services. Once we have mutually agreed upon the scope of services, we will provide you with a clear understanding of the associated costs. At this point, we will request payment for the agreed-upon services. Our team will provide you with the necessary details and payment options, ensuring a smooth and efficient process.


[Process Your Request]

After the initial consultation and discussion, we proceed to process your request. Our team will carefully review the information gathered from the intake form and the discussions held during the meeting. We analyze your financial data, assess your goals, and develop a customized plan that caters to your specific needs.

Upon completion, we will present the financial plan or confirm the requested bookkeeping services to you for review and approval. Your feedback is valuable, and we will make any necessary adjustments to ensure the final result aligns with your expectations.





Screenshot 2023-07-13 024501.png

Business Bookkeeping: Our experienced bookkeeper offers professional bookkeeping services tailored to meet the unique needs of your business. We handle tasks such as accounts payable and receivable, payroll processing, financial statement preparation, and general ledger maintenance, ensuring accurate and organized financial records.

Financial Statements Analysis: We provide in -depth analysis of your financial statements to help you understand your business's financial health and make informed decisions. Our experts identify trends, assess profitability, and offer insights to improve your financial performance.

Small Business Consulting: Our team offers valuable consulting services for small businesses. We provide guidance on business planning, financial forecasting, growth strategies, and operational efficiency, helping you navigate the challenges and achieve long-term success.

What do I need to provide to my


Bank Statements: Provide all bank statements for the applicable period, including checking accounts, savings accounts, credit card statements, and any other relevant financial institution statements.

Sales and Income Documents: Include sales invoices, receipts, cash register tapes, and any other records of income generated by the business.

Purchase and Expense Documents: Gather purchase invoices, receipts, bills, and any other documentation related to business expenses such as rent, utilities, office supplies, equipment purchases, and travel expenses.

Payroll Records: If you have employees, provide payroll records, including wage/salary details, tax withholdings, benefits information, and any other payroll-related documents.

Loan and Credit Card Statements: If your business has outstanding loans or credit card balances, provide statements and documents related to those accounts.

Asset and Depreciation Information: Include details of any assets purchased, sold, or disposed of during the period. Provide relevant information such as purchase dates, costs, and depreciation calculations.

Inventory Records: If your business deals with inventory, provide records of opening and closing inventory balances, as well as any inventory purchases or sales during the period.

Tax Filings and Documents: Share copies of your business tax returns (e.g., income tax, sales tax, payroll tax), as well as any relevant tax forms, schedules, and notices from tax authorities.

Legal and Business Documents: Include copies of business formation documents, contracts, leases, licenses, permits, and any other legal or business-related documentation.

Software Access: If you use accounting or bookkeeping software, provide your bookkeeper with access credentials, including usernames and passwords.

Communication and Notices: Share any relevant correspondence, notices, or updates received from the tax authorities, banks, or other important parties.

Changes or Updates: Inform your bookkeeper of any significant changes in your business operations, such as new partnerships, acquisitions, or changes in accounting policies.

Retail or E-commerce Business:

  • Point-of-sale (POS) system records or reports.

  • Sales records from online platforms or marketplaces.

  • Shipping and fulfillment records.

  • Returns and refunds documentation.

Service-Based Business:

  • Timesheets or service logs for billable hours.

  • Service contracts or agreements.

  • Service-related expenses such as subcontractor payments or service materials.

Manufacturing or Inventory-Intensive Business:

  • Material purchase records and supplier invoices.

  • Bill of materials or production records.

  • Work-in-progress reports.

  • Quality control or inspection records.

Real Estate Business:

  • Property management records, including rent rolls, lease agreements, and tenant information.

  • Property purchase or sale documents.

  • Property maintenance and repair expenses.

Freelancers or Independent Contractors:

  • Client contracts or project agreements.

  • Detailed records of project-related income and expenses.

  • 1099 forms or other tax documents received from clients.

Professional Services (e.g., Lawyers, Consultants, Accountants):

  • Client engagement letters or contracts.

  • Detailed records of billable hours and services provided.

  • Reimbursable expenses incurred on behalf of clients.

Restaurants or Food Service Businesses:

  • Point-of-sale (POS) system reports and sales summaries.

  • Food and beverage purchase invoices.

  • Employee tip records.

  • Inventory management records for perishable items.

Nonprofit Organizations:

  • Donation receipts and records.

  • Grant agreements and reporting requirements.

  • Fundraising event documentation.

  • Board meeting minutes and financial reports.

Benefits of Using Our Services

Peace of Mind
Personalized Approach/
Dedicated Support
Time and Resource Savings
Comprehensive Solutions
Expertise and Knowledge
Cost Efficiency
Improved Financial Decision Making
Long Term Partnership

Contact Us

Tropical House Plant

500 Paterson Plank Rd Union City, NJ 07087

Phone Number
  • Instagram
  • Facebook
  • LinkedIn
  • TikTok
bottom of page