Our Core Services
Financial Advising & Wealth Management
This service provides comprehensive financial planning and wealth-building guidance for individuals and business owners seeking structure, clarity, and long-term financial security. Support includes retirement plans such as 401(k)s, SEP IRAs, SIMPLE IRAs, Traditional IRAs, and Roth IRAs; retirement income strategies; and goal-based planning designed to optimize cash flow and reduce financial stress. Clients receive guidance on income and asset protection through annuities, life insurance, disability insurance, and long-term care coverage, along with access to investment options including brokered CDs and tax-advantaged investment strategies. The service also includes education savings plans like 529 accounts, estate and legacy planning support, trust and estate coordination, beneficiary reviews, and risk assessments to ensure a well-rounded, future-focused financial strategy.
Financial Services
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Payroll Workers Comp
A single, streamlined solution designed to simplify operations, reduce risk, and support your business at every stage. From accurate payroll to built-in workers’ comp coverage, you get reliable protection and seamless administration without the hassles of traditional systems.
• Because the coverage is part of a large pooled policy, you benefit from:
• Great Rates Through Economies of Scale
• No Down Payments or Large Installments
• Payments Spread Across the Calendar Year
• No Annual Audits
• Built-In Compliance & Risk Mitigation
• Full Claims Management
• Payroll Made Easy — Accurate, Fast & Worry-Free
• Payroll Support for All Complexity Levels
• A Dedicated Payroll Coordinator
• All Payroll Tax Filings Handled for You
• Flexible Ways to Submit Payroll
• Insightful Reporting Tools
• Integrated HRIS System
• Convert them into bullet points
• Keep the Request a Quote button
Bookkeeping and Tax
We provide a single, streamlined solution designed to simplify operations, reduce risk, and support your business at every stage. From accurate payroll to built-in workers’ comp coverage, you get reliable protection and seamless administration without the hassles of traditional systems.
Bookkeeping & Tax
• Personalized bookkeeping, tax preparation, and tax planning solutions for individuals and small-to-midsize businesses.
• Our goal is to provide clarity, confidence, and clean financials to help you make smarter business decisions.
• Experienced professionals delivering accurate, timely, and actionable financial insights.
• Helping you stay compliant, reduce stress, and focus on growing your business.
Monthly & Quarterly Bookkeeping
• Clean, organized, audit-ready books you can trust.
Tax Preparation (Individual & Business)
• Accurate returns filed on time — no surprises, no stress.
Tax Planning & Strategy
• Proactive strategies designed to legally reduce your tax burden.
Financial Statements & Reporting
• Profit & loss, balance sheet, cash flow statements, and tailored dashboards.
Payroll & Compliance
• Streamlined payroll for businesses of all sizes.
Compliance and advisory support to help you stay aligned with ever-changing tax laws.
Insurance Solutions
Disability Insurance
Disability insurance provides income replacement in the event that you are unable to work due to illness or injury, helping to protect your financial stability during difficult times.
• Your income is your most valuable asset. Disability insurance helps replace lost income if an illness or injury prevents you from working.
• Short-term and long-term options
• Individual and employer-sponsored plans
• Tailored coverage for high-earning professionals
Long-Term Care Insurance
Long-term care insurance covers the cost of extended care services, such as nursing home or in-home care, ensuring you have the support you need as you age or face chronic health conditions.
• Protect your savings and independence by planning for future care needs.
• Coverage for home care, assisted living, memory care, and nursing facilities
• Tax-advantaged options for business owners
• Helps reduce the financial and emotional burden on the family
Life Insurance
Life insurance offers financial protection for your loved ones by providing a lump sum payment in the event of your passing, helping to cover expenses and maintain their quality of life.
• Ensure your loved ones are financially secure — today and for generations.
• Term, universal, and whole life options
• Strategies for income replacement, debt protection, and legacy planning
• Business uses including buy-sell agreements and key-person coverage
Annuities
Annuities are financial products that provide a steady stream of income, typically for retirement, by converting a lump sum investment into regular payments over time.
• Create predictable retirement income that lasts.
• Immediate and deferred annuities
• Fixed, indexed, and variable options
• Strategies to reduce longevity risk and market volatility
• Protection, Stability & Peace of Mind
• Whether you're building wealth, running a business, or planning your estate, the right insurance strategy helps you reduce risk and secure a stronger financial future.
IT Consultant and Cybersecurity Support
With comprehensive IT and cybersecurity services, you get the stability, protection, and expert support your business deserves — without the stress.
We offer tailored IT and cybersecurity solutions designed to meet the unique needs of your business, whether you’re looking for full outsourcing or to enhance your in-house team. Our services support growing businesses by delivering reliable, scalable, and secure IT management to keep your systems running smoothly and securely.
Managed & Co-Managed IT Support
• Whether you want to fully outsource your IT or supplement your existing staff, we offer tailored packages built around your needs.
• Support your in-house team or hand off day-to-day IT entirely.
• Scalable plans designed for growing businesses.
IT & Cybersecurity Support
• Keep your business secure and running smoothly with comprehensive IT assistance and layered cybersecurity protection.
• Fast, knowledgeable support while safeguarding your data, people, and systems.
• Continuous threat monitoring and proactive security measures.
• Remote and on-site IT support for quick resolutions.
• Endpoint protection, MFA, firewalls, and more.
• Clear, personable communication to keep you informed.
IT Consulting
• Move your business forward with consultants who make technology understandable and strategic.
• Project-based or ongoing advisory to guide your IT decisions.
• Develop technology roadmaps aligned with your business goals.
• Tailored solutions that fit your unique needs.
Cloud Services
• Streamline operations, enhance security, and reduce costs with modern cloud solutions.
• Support for private, public, and hybrid cloud environments.
• Expert migration, implementation, and optimization services.
• Secure access from anywhere, ensuring flexibility and productivity.
Compliance Support
• Stay compliant without the overwhelm.
• Streamlined compliance processes to keep you on track.
• Documentation and audit readiness for peace of mind.
• Team certified in HIPAA for MSPs to ensure sensitive data protection.
Healthcare Insurance (Individual, Group & Marketplace)
Choosing the right health insurance shouldn’t feel overwhelming. We help individuals, families, and small businesses compare plans, understand their options, and secure affordable coverage that meets their medical and financial needs.
Whether you're exploring Marketplace plans, evaluating group benefits for your team, or selecting individual coverage, we simplify the process and match you with plans that offer quality, protection, and peace of mind.
Loans & Financing (Mortgage & Business)
Access the capital you need to grow, buy, or build — with programs designed for real people, real goals, and real lives. We connect clients with mortgage and business lending solutions tailored to their unique circumstances, including special financing for physicians, veterinarians, and first-time homebuyers.
From competitive mortgage rates to business funding, equipment loans, and practice/start-up financing, we help you navigate the lending landscape and secure favorable terms that support long-term success.
Merchant Services
Modern businesses need modern payment solutions. We provide access to merchant services that allow you to accept payments securely, efficiently, and affordably — whether in-store, online, or on the go.
From POS systems to card processing to mobile payment options, we help business owners upgrade their technology, reduce processing fees, and streamline day-to-day operations so they can focus on revenue and customer experience.
Estate Planning Support
(Upgrade Your Will & Trust Package With Personalized Guidance)
If you want additional support as you create or update your Will or Trust, we offer personalized estate planning assistance to help you feel confident in every decision.
With this upgraded service, you can request one-on-one guidance from an advisor who will help you:
• Understand your documents
• Navigate beneficiaries, trustees, and guardianship decisions
• Organize your financial and personal information
• Ensure your plan aligns with your goals and protects your loved ones
• Clarify next steps and feel fully supported throughout the process
• Estate planning can be emotional and complex — you don’t have to navigate it alone.
Medical Billing & Coding
Medical billing and coding services are designed to increase accuracy, improve claim acceptance rates, and strengthen the revenue cycle for healthcare practices. This includes proper coding, timely claim submission, denial reduction, compliance oversight, and streamlined financial workflows. The result is a smoother billing process, stronger cash flow, and more time for providers to focus on patient care.
Medical Credentialing
Credentialing services ensure that providers are properly enrolled and credentialed with insurance payers, hospitals, and healthcare networks. The service includes initial credentialing, re-credentialing, CAQH updates, license monitoring, and payer follow-ups to reduce delays and administrative burdens. Practices receive a compliant, organized, and efficient process that supports faster onboarding and continued network participation.
Physician Salary Negotiation
Physician salary negotiation services help medical professionals secure compensation packages that reflect their true value. Support includes reviewing employment contracts, benchmarking salaries against industry standards, analyzing bonus structures, and identifying areas for negotiation such as PTO, CME allowances, call pay, non-compete terms, and benefits. This guidance equips physicians with the clarity and confidence needed to negotiate fair and competitive offers.
Mobile Notary
24/7 Trusted Online Notary Service
Legal. Fast. Secure.
Your most important documents—executed online, securely and remotely.
Life doesn’t wait for business hours, and neither should your notary services. That’s why we’ve partnered with a trusted online notary provider so you can get your documents notarized anytime, anywhere.
Whether you’re completing your will, trust, power of attorney, healthcare directive, business agreements, or real estate documents, you can now finalize everything from the comfort of your home.
How It Works
Click the button below and follow the simple step-by-step instructions to:
- Upload your document
- Verify your identity
- Connect with a live notary
- Sign and notarize your document online
- Receive your notarized file instantly
Why Clients Love This Service
✔ Available 24/7 – nights, weekends, holidays
✔ Legally accepted in all 50 states
✔ Highly secure with identity verification & encrypted sessions
✔ Convenient – no appointments, no travel, no waiting
✔ Fast turnaround – notarize in minutes
Get Started
Click below to notarize your documents through our trusted online notary partner.
Create the Legal Forms You Need — In Minutes
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