Business Services

For medical professionals with their own practice or small business owners, it is not a secret there is more to running them than treating patients or making sales. It is your source of income and retirement funding. This means that you must consider how the finances are managed, find a good bookkeeping system, and ensure that you can retain reliable employees. This can create stress because designing a comprehensive business strategy takes time. And time is not always a luxury you can afford!

This is where our office can help! Our mission is to help provide the best possible benefits for you and your business. As a financial planning and benefit consulting firm, we understand the need for a comprehensive approach. Our service has been described as “concierge” as we carefully listen to your needs and goals and develop integrated solutions with options from a large variety of providers. We provide background support and objective education to help you implement, maintain, analyze, and strategize for the future. Our services include:

• Retirement Planning
• Payroll Services
• Employee Medical Insurance
• Tax Planning and Filing
• Accounting and Bookkeeping
• Employee Benefits-Voluntary
• Business Consulting