- Digital Employee and Robotics
Business Advisory Services
Wilton White
- Digital Employees and Robotics
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Trevor Patching
- Customized Business Owner Benefit Plans and Employee Retention Plans
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- Buy / Sell Agreements Review
- Employee Retirement Plans Review
- Executive Compensation Plans
- Key Person Coverage Review
Trevor Arnold
- Outsourced CFO Specialist ($3 mil. minimum business revenue)
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- CFO and Bookkeeping Outsourcing
- Financial Forecasting
- KPI’s
Ted Lavin
- Employee Retention Credits & Research and Development Tax Credits
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- Advanced Business Tax Strategies Review
Sean Rogers
- Fractional CFO/bookkeeping using Automation/AI
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- CFO and Bookkeeping Outsourcing
Ron Elwood
- Outsourced CFO Specialist
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- CFO and Bookkeeping Outsourcing
- Financial Forecasting
- KPI’s
Randy Fox
- Advanced Tax and Estate Planning
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- Advanced Business Tax Strategies Review
- Advanced Personal Tax Strategies Review
- Business Exit Planning Review
- Buy / Sell Agreements Review
- Charitable Planning Review
- Monetized Installment Sale
- Trust & Estate Planning Review
Paul Latham
- Client Business Advisory
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- 4 Ways to Grow Workshop
- 7 Wastes Workshop
- BIZ Diagnostic Review
- Business Exit Planning Review
- Customer Service Separation & Framework Workshop
- KPI’s
- Something Else
- Value Proposition Workshop
- Vision, Purpose & Values Workshop
Noel Ciambotti
- Merchant Processing Specialist - Credit Cards and ACH
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- Merchant Processing (credit cards) Review
Michael Simms
- Business Valuation (BizEquity)
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- Business Valuation
- Investment Review
- Life Insurance Review
- Long Term Care Review
- Retirement Review
Michael Galdieri
- Employee Retention Credits and R&D Tax Credits
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- Advanced Business Tax Strategies Review
Mark Wagener
- Outsourced Payroll and HR
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- CFO and Bookkeeping Outsourcing
Loren Hollingsworth
- Individual and business tax mitigation specialist
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- Premium Finance Review
- Premium Funded Review
Laurence Whittam
- Outsourced Bookkeeping, CFO and Tax Professionals
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- CFO and Bookkeeping Outsourcing
Kim M. Blaugher
- ESOP Expert
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- Advanced Business Tax Strategies Review
- Business Exit Planning Review
- ESOP Review
Josh Malancuk
- Cost Remediation - Property Tax Reduction and Economic Incentives
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- Advanced Business Tax Strategies Review
- Business Operational Costs Review
