Blog

I hope you were able to watch the vlog I posted last week. In the video I discuss how we “create time” by eliminating or reducing administrative tasks through our technology bundle.

Here is the link to watch in case you missed it. I hope it inspires you to take action

I wanted to follow along on the same theme of creating time, to give you an excerpt from our lunch-n-learn sessions and business advisory seminars.

In these lunch-n-learn sessions, we talk about our “Business Advisory Toolbox”. It’s packed full of tools to help businesses succeed and create more time.

OUR BUSINESS ADVISORY TOOLBOX…

…is loaded with tools to help our clients quantify goals and improve operations, while implementing long term tax minimization strategies:

• Business succession planning strategies – if these are tax advantaged then keep more of the money for retirement or heirs
• Retirement funding – considering the tax implications at exit
• Cloud accounting conversion
• 

Creating time for the things that matter:

• Taking care of me
• Spending time with family
• Hobbies
• Volunteer work
• Other

Our Business Advisory Toolbox is also loaded with software integration strategies for operational process optimization:

• Virtual communication software
• File Storage/Collaboration
• Accounting
  • Document fetching
  • Data Import/Export
  • Reporting tools
  • Payroll/Human Resources
  • Dashboards/Forecasting/Bench-marking
  • A.I. Platform Integration
• Workflow/Practice Management
• Payroll/Human Resources
• Expense Management

Get in touch

Need help creating a business that enables you to spend time with the people you love?  Get in touch.

Chat with us to find out how we can help you reach your business, financial and lifestyle goals.

If you need help with your accounting, want to create a tax minimization plan, want to discuss your business growth plan or your finances, are concerned about retirement goals or need to be held accountable for your 90 day action plan, contact us for a complimentary discovery session or an appointment to just get started.

Our team continues learning new skills and reviews opportunities for tax saving strategies under the new law, the TCJA to bring added value to our client meetings, and we’ve been doing this for over 25 years.