For Business Owners

There is never any fee involved to create a Personalized Financial Strategies Plan for your business. Through this plan, we can identify loss areas in your business’ financial picture. We will then make recommendations for change. Through our partners in the financial industry, we have conducted extensive research to identify the top independent cost reduction experts in their fields. If you choose to take our recommendations, these individual specialists will work on a contingency fee basis. In other words, if we don’t save you money, we don’t get paid. Our fee is based upon actual, documented savings to the client. It is a no-lose situation for the client company. We simply want to help you know your options and streamline your expenditures. That’s the bottom line.

DEBT ELIMINATION AND FINANCIAL STRATEGIES: We can create our regular Personalized Financial Strategies Plan on a larger, business scale to help you eliminate debt, set up employee benefits, invest, get cost-effective insurance, set up a cash reserve and plan for future growth.

TAXES: Most business owners know they are paying too much in taxes, but they don’t know that 60% of tax returns have errors in the client’s favor. If you have had a combination of 1099, self-employment and "S" or "C" Corporation, or rental income other than W2 wages, we can help. We will look for overpaid taxes within the last three years and get them returned to you.. Also, our partnerships bring the expertise of the nation’s largest accounting firm specializing in Small Business Tax Solutions, which will prepare over 15,000 small business returns nationwide this year. Let us help you save in taxes.

WORKERS’ COMPENSATION: We offer a free review of your last three years of worker's comp insurance by an experienced premium auditor. This gives you the opportunity to get a qualified second opinion from an expert with the knowledge to identify errors or missed deductions that may have caused you to overpay.

SELLING A BUSINESS: Valuing a business for resell requires a broad scope of experience, techniques, and knowledge of today's tax laws and corporate finance. We can offer a thorough report that not only meets your objectives, but is also tailored to your business.

LEASING: With its clear advantages of short and long-term flexibility and tax breaks, leasing has increasingly become the option of choice for both American big business and entrepreneurs. We’ll tailor a program to fit your month-to-month or year-to-year cash flow, budget and cyclical requirements.

RETIREMENT FOR EMPLOYEES: Maintaining a retirement account for your employees is costly and we have found that most companies can save thousands of dollars a year by our simple employee retirement analysis.
We will show you how to save thousands and offer the benefits that your employees deserve.

GROUP INSURANCE, PAYROLL and HR: We look at the bottom line and help you maintain profits with solutions like our group insurance audit and analysis. payroll and HR cost analysis and legal support cost studies for businesses. Our analysis of these areas is free. If we do not save you money with options that you can actually utilize, our time is free as well. We only get paid if you get paid.