Additional Services
Additional “Done For You” Services Our Firm Provides
Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.
If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.
Business Coaching, Transition and TRAINING
Increase Revenues
Decrease Expenses
Increase Profitability
FINANCIAL PLANNING
Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review
Quickbooks Online (qbo) pro advisor
Training & Implementation
Quickbooks Health Checkups
hoa support
Management Company
Board
Owners Stay Friends
Embezzlement Counter Measures
in the cloud
Payroll
Accounts Receivable
Accounts Payable
Janet Behm’s Reasons for Gratitude for 2020
With all of the insanity of 2020, it seems a bit crazy (and a bit of a relief, to be frank) that we now find ourselves in Thanksgiving week.I have some thoughts, which are perhaps a bit more meditative than normal, because of how this holiday works for tax...