Services for Small Businesses

We find that most business owners who use our services are comfortable with delegating. They are compentent in dealing with their finances but would prefer to spend their time focused on their business, their family, or hobbies. With the financial world becoming increasingly complicated, many small business owners are turning to a trusted advisor to help them sort through what is important and what is not.

In many cases, the services of other professionals are required. We have a network of attorneys, CPAs (certified public accountants), TPAs (third-party administrators), bookkeepers, and other service providers to whom we can refer our clients when appropriate or desirable.