Our Services
Bookkeeping Services
We help small business owners increase profitability and save about 60 hours annually through professional and detailed bookkeeping services.
Your current issues might be:
- You do not enjoy bookkeeping administration responsibilities
- Your books are a mess
- You cannot keep up
- You do not know if you are profitable
- Your taxes are a mess and your tax professional must spend extra time fixing your numbers, thus creating additional fees while hoping that you do not get audited
A great bookkeeper is the solution to the above issues as our service provides you with the following benefits:
- Spend less time on bookkeeping administration and more time on revenue producing items.
- Give your tax preparer concise and correct information so that less fees spent on tax preparation, proper deductions are used, and tax refunds might occur.
Our goal is to allow our clients to spend more time working on revenue producing items rather than time wasted on bookkeeping transactions.
Let us put our experience to work for you so that you can develop a strong, long-lasting, and profitable business that delivers the lifestyle you want.
Please contact us today for a free consultation and to learn more about how our bookkeeping concept can benefit you.
Specialized Insurance product (Being your own Banker)
Becoming your own banker using the Infinity Banking Concept (IBC)
The IBC concept is essentially where you become your own banker thus alleviating having to work with Banks for your specialized personal or business financial needs.
Our professionally designed product allows you to become your own banker thus alleviating having to deal will banks for your borrowing needs and accomplishing the above wants.
Everyone wants their investments to have:
- Controlled growth
- Safety
- Liquidity
- Protection
- On going tax benefits
- Low or no volitality
Our properly designed cash value life insurance product gives you the above wants.
Becoming your own banker also gives you the following benefits:
- Compounding interest on borrowed funds.
- Guaranteed loan provision used for anything you want with no explanation.
- No credit checks required to borrow.
- Guaranteed growth of Dividends.
The IBC concept allows you to build value in a cash value life insurance policy that can be loaned against without having to deal with any bank or lender, thus alleviating all that restrictive consuming paperwork and wasted time.
Your loan payments pay yourself back as your policy principle continues to grow.
Please contact us today for a free consultation and to learn more about this amazing concept that can benefit you.
Financial Planning Services
Goal: To help you determine if you are on the correct financial track to meet your short and long term financial and lifestyle objectives through comprehensive financial planning.
Our process:
Initial consultation:
- Review your current financial situation.
- Discuss your financial and lifestyle short- and long-term objectives.
- Prioritize your short- and long-term objectives in order of importance.
- Determine where you are currently with regards to accomplishing your objectives?
Second meeting:
- Review all elements of the first meeting to verify information and facts.
- Discuss if you are or are not on the right track to accomplishing your objectives.
- Suggest any necessary options, not currently implemented, to help you meet your objectives.
Please contact us today for a free consultation to learn more about our Financial Planning services and how we can benefit you.
Business Loan Services
To help business owner’s loans for:
- Startups
- Franchises
- Inventory
- Real Estate
- Any kind of business or project
- Short term gap funding or bridge loans
- Employees
- Payroll
- Consulting
- Marketing
- Emergencies
- Expansion
- Vehicles
Our strategic lender matching platform searches through hundreds of lenders to find the most viable option for your unique situation.
Benefits of our business loan program:
- Wide variety of lenders available
- Better access to lenders
- Easier to find and secure the best loans and rates.
- Save time and hassle.
- Negotiating power
We offer our business clients a wide variety of other diverse services too:
- Lines of credit
- Start-up lending
- SBA loans
- Mortgage for Self Employed
- Traditional Mortgage
- Business Credit Services
- Business Incorporation
- TV Interview Services
- Article Publishing
- Business Loans
Please contact us today for a free consultation to learn more about our Business Loan services and how we can benefit you.
