Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

Income Planning
College Planning
Elder Care Planning
Estate Planning

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7 Invoicing and Billing Tips to Keep Accounting on Track

Are you struggling to keep accounting on track? Are invoices and bills piling up, causing you stress and anxiety? If so, don't worry – you're not alone. Many business owners find accounting to be a daunting task. But it doesn't have to be that way! In this article, we...

Financial statement basics: How companies can track business health

Knowing the pulse of your business’s performance and health should be a top priority. Financial statements play a big role in understanding where the business is at and where it is going. A lot of information can be gathered by reviewing the business’s financial...

Bookkeeping tips for the business owner who does it all

As a small business owner, you wear many hats each day.   Your passion for growing your business and taking care of your customers are two major priorities. Business growth and high customer satisfaction are achievable because of the overachiever within you....

6 tax-planning ideas to close out 2021

With year’s end approaching, it’s time for tax planning and preparation. Before you begin to prep for this critical time, keep in mind that there have been some changes that might impact your tax situation. To soften the tax load and come out on top this tax season...

5 things to consider when exiting the small business world

Rarely does a businessperson open shop for the sole purpose of selling the business down the road.   After years of investments, sweat equity and passion, moving on can be one of the most difficult things one can do.   Yet, selling your business might also...

4 tips to help small business owners thrive

As a small business owner, you launched your enterprise with full knowledge of the obstacles you’d face.   You’re aware how much work goes into building and sustaining business success. Each year, about 20% of businesses are forced aside. About half of all...

8 tips for managing remote work

At the start of the pandemic, remote work seemed like it wouldn’t work.   Technology and logistics were some of the main obstacles that we soon learned to overcome or work around.   While remote work continues to pose challenges as it becomes more of a...

5 ways small business can boost efficiency

Adjusting to business life during the pandemic was a heavy lift for employers and employees alike.   As your business makes permanent changes and looks forward to future growth, boosting efficiency will be one of the top priorities. Here are five ways that your...

5 pieces of advice for hiring the best candidates

As you ramp up your operations, you might also be on the hunt for new help.   Hiring a new team member is rewarding as you set out to achieve new goals and expand business.   In today’s busy job market, however, it can be a bigger challenge to assemble a...

How to reopen your business safely

The stop-and-go feel to reopening is causing some anxiety among company leaders and their workforce.   As you prepare to gradually and safely reopen to full business operations, here are some general guidelines to follow to ensure it’s done the right way.  ...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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