Business Coaching and Consulting to Increase Revenue, Your Top Line, and CFO Services to Increase Your Bottom Line

You probably came to our website because we prepare tax returns.

We also offer Coaching & Consulting services that could potentially double your revenue.

Even if you double your revenue, you might find yourself in a cash flow crunch, figuring out how to pay expenses before you see the revenue.

Or you might want to figure out how to increase your cash flow for major purchases, or to pay yourself.

As Tax Professionals, we know how to save tax dollars.

Tax returns and tax savings are the results of thoughtful planning.

What Are “CFO Services”?

  • A CFO creates Thoughtful Planning.
  • A CFO makes sure that all else is not equal.
  • A CFO helps you become successful, and you get to decide what success means to you.
  • A CFO helps you be able to generate consistent cash flow from your business.

What is a Business Coach?

  • A Business Coach helps a client, operationally, generate additional revenue.
  • A Business Coach and CFO work together to help implement strategies.

You can have the best of all worlds, with a combination of Business Coaching, Consulting, and CFO services bundled together, or separately.

David Block has been coaching businesses and individuals for over 25 years.  He was a Business Mastery Coach for Business Breakthroughs International, a partnership between Tony Robbins and the late marketing genius Chet Holmes, and has been coaching for over 25 years. His son, Dan Block, has an MBA from
DePaul University in Marketing Strategy & Planning, and
Entrepreneurship and has been helping businesses grow for over 12
years, including expertise in marketing, operations, business
strategy, and management.

Together, they help small businesses grow exponentially.

If you are interested in knowing more about how we can help your business grow exponentially, please call us at 212-247-9090.

Have Questions About Our Services?

Registered Representative of and securities offered through Innovation Partners, .llc, 5950 Fairview Road, Suite 140, Charlotte, NC, 28210, (704)708-5461. Member FINRA/SIPC. TaxMaster Financial Services is not affiliated with Innovation Partners, llc. For additional information, please visit FINRA BrokerCheck.

Innovation Partners, llc. (IPL), member FINRA /SIPC, and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with TaxMaster Financial Services. IPL does not provide tax or legal advice.

 https://brokercheck.finra.org/

Innovation Partners llc. Privacy PolicyInnovation Partners Customer Relationship Summary

Important Consumer Information:

This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;

1. Representatives of a broker-dealer ("BD") or investment advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, the state; or (b) are excluded or exempted from the state's licensure requirements.

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