Business & Financial Services

Providing Education & Consulting in Business, Health & Wellness and Financial Services for 20+ years

BUSINESS SOLUTIONS

TAX PREP & STRATEGIES

Do you have a solid plan for reducing your tax burden or are you likely paying too much? Paying less taxes is not just for the "rich!" Get sound advice from tax professionals on what and how to file properly for your family and business.

INSURANCE, INVESTMENT & RETIREMENT SOLUTIONS

How much coverage is enough? Can you really "be your own bank?" Make sure you have enough for retirement and that your family and business are protected with enough coverage.

BOOKKEEPING

Give up the headache of managing (or missing) financial transactions, payments, reconciliations, opportunities or filing tax returns.

BUSINESS CONSULTING SERVICES

Choose Your Session

BUSINESS STARTUP STRATEGY SESSION
Designed for the new entrepreneur, this session will include education and creation/completion of an action plan:

*Choose business structure-LLC or Sole Proprietor

*Steps to take to start your business

*Templates of forms and documents

*Initial tax strategy for your business

*Access to network of startup funding partners

1 hour | $50

SMALL BUSINESS STRATEGY SESSION
Designed for the existing small business owner, this session will include information, access to and refreshers on:

*Organization, Budgeting

Tax strategies to maximize write-offs

*Inside access to funding platforms

*SWOT analysis

*1-2 year strategic plan

1 hour | $50