Why Do A Business Plan?

• Analyze SWOT (strengths, weaknesses, opportunities and threats).
• Access financial capital.
• Gain valuable insights from an experienced team working to help your businesses reach the next level of success.

Business Alternative vs Traditional Lending

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ROK Financial
Business Lending Solutions

LegalShield has a network of dedicated law firms
■ in all 50 U.S. states and in 5 Canadian provinces
■ made up of seasoned lawyers, each averaging 22 years of experience.
■ to over 4 million members, even in covered emergency situations,
■ 24/7/365 days a year.

Phone consultations with your law firm for any personal legal matter, even pre-existing matters.
■ A phone call or letter on a lawyer’s letterhead can help quickly resolve your legal matters.
■  Your provider law firm will review personal documents (up to 15 pages each).
■ Your law firm will provide a
scheduled number of hours for representation as a respondent/defendant in a covered civil action.

24/7/365 access to a lawyer if you are in the presence of a law enforcement officer that may place you under arrest or take away your rights, freedoms or liberties.
Traffic Speeding Ticket Assistance  w
ith non-criminal, moving traffic matters when driving with a license and proper registration.

Which Legal Form Do You Need?

Bill of sale (automobile)
■ Designation of health care surrogate
■ Final termination for failure to pay rent
■ Freelance writing agreement
■ Graphic design agreement
■ Independent contractor agreement
■ Lease modification
■ Living will
Motor vehicle defect notification
■ Mutual non-disclosure agreement
■ Non-disclosure agreement
■ Notice to terminate
■ Quit claim deed
■ Real estate promissory note
■ Roommate agreement
■ Temporary caregiver authorization
■ Warranty deed
■ Will questionnaire 

*Limit is one (1) form per request.
**Andrew A Heron is not an attorney, nor is he licensed to provide legal advise.  Please seek legal counsel from an attorney.

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Scale your venture to the next level.

Business Advisor  

Serving Tampa Bay

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I & I - Investment & Insurance Administration

Small Business Solutions

The Business of Managing Your Small Business

Intuit Quickbooks Self-employed

Know where your money is going.
■ Securely import transactions from your bank, credit cards, PayPal, Square, and more.
■ Automatically sort transactions into tax categories to maximize your deductions.
■ Instantly see how your business is doing with profit & loss and expenses right on your dashboard.

Get paid fast Accept credit and debit cards, bank transfers, Apple Pay®, PayPal*, and Venmo*, right through the invoice.
■ Track invoice status, send payment reminders, and match payments to invoices, automatically.
■ Create professional custom invoices with your logo that you can send from any device.
#IntuitQuickbooks 

Try Quickbooks Self-Employed

Intuit Quickbooks Payroll

■ Bundle payroll and bookkeeping.
■ Save time; and
■ Stay one step ahead with tools that work better together.
#IntuitQuickbooks

Try Quickbooks Payroll

Intuit TurboTax

■ Choose the option that best fits your needs:
■ File on your own, get expert help; OR
■ let a dedicated expert do taxes for you,
start to finish.
*Andrew A Heron is not licensed to provide tax advice. Please contact a tax adviser.

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Andrew A Heron