Business Strategies

Valuable strategies to achieve success in your business.

  • Acquisitions
  • Consolidations
  • Controlled Liquidations
  • Management
  • Mergers
  • Profitable Analysis
  • Risk Assessments
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Executive Leadership Mentoring

Management Consulting

  • Cultural Identification
  • Individualized Leadership Training
  • Problem Resolution
  • Purpose Driven Goals
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Cash Management and Accounting

The power of understanding your business.

  • Accounts Payables Management
  • Accounts Receivable Management
  • Cash Flow Management
  • Financial Statements
  • Policy and Procedure Processes
  • Reconciliation and Reconstruction
  • NAIC Compliant Investment Accounting
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Tax Strategies and Services For Business

We maximize tax strategies to reduce tax impact.

  • Payroll Processing
  • Problem Resolution
  • Strategic Planning
  • Tax Processing (Federal/State)
    • Corporate Tax
    • LLC Entity Tax
    • Not for Profit Tax
    • Partnership Tax
    • Payroll Tax
    • Road Use Tax
    • Sales Tax
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Strategic Planning

We’re in the business of helping your business.

  • Budget Forecasting
  • Business Plan Development
  • Cash Flow Analysis
  • Hisorical and Trend Analysis
  • Peer Group Analysis
  • Ratio Analysis
  • Solutions Management
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Financing & Refinancing

Cash management and lending solutions for day to day needs and long term goals.

  • Application
  • Bank Negotiation
  • Portfolio
  • Presentation
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Enrolled Agent Tax Representatives

Our enrolled agent is federally authorized and has technical expertise in the tax field.

  • Federally licensed tax practitioner
  • Specializes in taxation
  • Authorized to appear in place of tax payor
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Portfolio, Accounting and Reporting (PAR)

Portfolio Accounting & Reporting (PAR) software was developed by Michael Bullard, CPA. We can support and input all your company’s acquisitions and dispositions of all Schedule D investments in PAR Software.

We can help you maintain your Company’s investment transactions on a monthly basis. Through PAR, we can help you prepare the statutory investment schedules necessary for quarterly and annually reporting.

  • Maintain your Companies investment transactions on a monthly basis
  • Prepare investment reports
  • Prepare annual Schedule D reports
  • Statutory filing requirements
  • Statutory amortizations as needed
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PAR Virtually Eliminates Manual Entry and Errors

Contact Us Today

Contact us today to set up a meeting to talk about how we can help you business take the next step in the right direction.

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