Your business shouldn't be overwelming.
Small business has a way of becoming overwhelming. If you want to get back to doing what you love, we specialize in taking care of the tedious and overwhelming parts so you can focus on making your customers happy.It's time to let your business work for you - not the other way around.
Experience
Since 1974
We've been helping our clients navigate the complexities of business. Over the years we have assembled a team with a broad range of expertise across the financial industry.
Bookkeeping
- Invoicing and Billing
- Accounts Receivable Management
- Bill Payment
- Vendor Management
- Cash Flow Projections and Planning
- Regular reporting of cash flow, profits and
outstanding invoices
- Coordination of tax payments
Risk Management
- Coordination of all risk management needs
- Liability Insurance
- Workers Compensation Insurance
- Specialty Insurance
- Key-Man Insurance
- Asset Protection and Conservation
Human Resources
- Coordination of Payroll Services
- HR Compliance Coaching
- Group Health Insurance
- Group Benefits Planning
Coaching
- Regular strategy meetings and reviews
- One convenient go-to contact for all of your
business financial needs
- Coordination of all services with all experts to create time for you to grow your business!
Tax Management
- Regular tax projections
- Tax planning strategies
- Federal Tax
- State Tax
- Sales/Use Tax
- Tax return preparation
Business Planning
- Growth Planning
- Succession Planning
- Contingency Planning
Marketing
- Corporate Identity
- Marketing Plan Development
- Online Marketing
Technology
- Technology Strategy & Planning
- Research
- Purchasing
- Implementation
- Technical Support