Helping Businesses and Business Owners reduce their Taxes and providing solutions with proven systems and processes to help business owners increase profitability.

The most important service we offer is to make sure you have updated financial statements by helping you connect with a reputable CPA/EA Accounting firm, if you do not already have one or are not happy with your current Accountant. We also make sure that you have a reputable qualified payroll service and HR platform. We have helped hundreds of business owners get with the right accountant and as a result, helped increase profits and decrease taxes. We also help business owners that are just starting a business with setting up systems and processes and have over 30 years of experience helping start-ups and seasoned businesses maximize profits. We can help with the completion of formal business plans and Business Diagnostic Analysis (BDA)for small to medium sized companies to help maximize profits and create ease of management. Consulting for execution of the business plan and/or BDA in all areas of the business using the "Emyth" approach by Michael Gerber. Setting up SOPs (standard operating procedures), processes and systems to provide for maximum efficiency within the business and help the owners manage at 30,000 feet vs within thus providing more peace of mind in managing the business.

Managed a team that generated 800k in annualized business and consistently in top 5 in PASBA national production. Helping small to medium sized businesses save money by increasing cash flow, introducing TAX AVOIDANCE solutions, and increasing net profit. Have helped business owners over last 16 years (private consulting company) with developing mission statements, marketing plans, market penetration analysis, target market analysis, financial break-even points, pro-forma projections of revenue, decreasing operational expenses, commercial real estate rent vs own/lease back analysis, inventory control, and general setting up of processes and systems within the company. Training owners/managers on expectation management from interview to hiring processes. Sales training and sales processes. Loan presentations and negotiations for new start ups, existing business capitalization/inventory/equipment loans. General Business Consulting with E-MYTH approach and theory.

Professional Business Consulting helping hundreds of businesses maximize profit and Commercial 1031 Exchange Expert and Developer of Raw Land to Commercial Lots For Sale including political.processes to obtain water/sewer to the site, private road development, drainage, and environmental safeguards with retention pond.

Business consulting including analyzing financial statements, past tax returns, and setting up Profit and Loss reporting, tax planning and payroll services. Meeting with businesses to analyse their bookkeeping/accounting systems for more efficient reporting.

General Personal and Business Financial Consulting. Securities licenses to sell stocks, bonds, mutual funds, life insurance and business plans. Organizing and conducting seminars for 401k rollover clients and other prospective investors. Risk tolerance analysis and portfolio diversification guidance based on risk tolerance analysis results, age, retirement plan, and other factors.

One of three officers (President, Vice President of Operations, Vice President of Lending) to start a new bank from the ground up. Primary duties and responsibilities included but was not limited to setting up the lending department (commercial, residential, and consumer lending software program training and hardware), originating and setting up loans for all new customers, compliance for all lending including title searches, surveys, insurance and inspections on all collateral. Federal and state compliance for truth in lending, anti-discrimination, and all other compliance requirements for the bank.