Services that our Professionals Provide:
ACCOUNTING
- Business Accounting Services
- Tax Services
- Payroll Services
- Financial Statements
- Financial Planning
- Identity Theft help with the Internal Revenue Service
BANKING
- Consumer and Business Checking accounts
- Consumer and Business Savings accounts
- Consumer and Business Loans
- Credit cards and Merchant Services
- Trust and Investment Services
INFORMATION TECHNOLOGY
- IT Support
- Proactive Managed Services
- Backup, Disaster Recovery & Business Continuity
- Office 365 & real time office productivity
- SharePoint/Document Management
- Hosted Email
- CRM customization & integration
- Network Security
- VoIP integration
LEGAL
- Business Formation and incorporation
- Purchase and Sale of Business Assets or Shares of Stock
- Transactions
- Document and Agreement Review and Drafting
- Leases
- Commercial Litigation and Collections
- Business Consulting and Planning
RETIREMENT PLANNING CONSULTING AND ADMINISTRATION
- 401 (k), Profit Sharing, Defined Benefit, Cash-Balance, 403 (b)
- Plan Design
- Plan Documents
- Plan Administration – Compliance, Non-Discrimination, Form 5500
- Plan Corrections
- Plan Audit Support
In addition to the core, essential components that every business requires to operate at an optimum level, we are also able to recommend other supporting professionals. This list includes:
- Printer
- Human resources
- Web design / graphics
- Marketing
- Insurance
- Business broker
- Bookkeeping
- Payroll Services