With each new client we accept, we tailor the scope of our services to their specific needs. Some clients just need someone to be a sounding board, some need us to come in and do everything from setting up an accounting system and prepare taxes to paying their day to day bills. For each circumstance there are different needs. Below is a list of the services and topics of counsel we provide:
Business Plans
Business Formation i.e. Sole Proprietor, LLC, Corp
Pricing/Rate Setting
Bank Liaison
Cash Management & Policies
Customer Relations
Investor Relations
Partner/Shareholder Relations
Sales Consultant
Insurance Guidance
Qualified & Non-Qualified Retirement Plan Guidance
Global Planning
Accounting (provided by Heying Tax & Financial Services)
Payroll (provided by Heying Tax & Financial Services)
Taxes (provided by Heying Tax & Financial Services)
All services provided are at a flat hourly rate or negotiated monthly fee.
