WorldWide Local Connect Inc.

WorldWide Local Connect Inc. provided financial planning and accounting services for IonSense, a small tech company. They were hired to develop a financial strategy and identify potential investments to help the company get acquired. They created a pitch deck, handled financial modeling, and assisted with due diligence. They also brought in a bookkeeper to organize the company's finances and improve existing accounting practices. The client was highly impressed with their work, particularly their financial modeling tools and their diligence in handling complex tasks. The collaboration is ongoing, with the company investing between $50,000–$100,000 so far.

WorldWide Local Connect Inc. was hired by Covalent Bonds, a data-driven marketing strategy firm, to provide financial strategy consulting. They were chosen for their vast experience and calm demeanor. Peter, the CEO of WorldWide Local Connect Inc., served as an advisor, asking the right questions to help the company think ahead. He also introduced them to other consultants and suggested operational platforms for the company to consider. The client pays Peter on a retainer basis and has found his guidance invaluable in preparing the company for future growth.

WorldWide Local Connect Inc. provided business financial consulting for a mental healthcare center in Salem, Massachusetts. They were tasked with creating a detailed cash flow analysis and revenue report, as well as a comprehensive three-year financial analysis. They also provided advice on improving revenue streams and profit margins, and helped restructure employee contracts and benefits. Additionally, they assisted the center in applying for the Paycheck Protection Program loan and advised on tax reduction strategies. The client invested around $6,000–$8,000 in their services and appreciated their detailed financial analyses and practical advice. The engagement is still ongoing.