Healthy Employee Benefits
Financial Health For Your Business:
Once you have healthy profits (which should be a byproduct of having a healthy company) you will need to protect those profits/assets. The first step which you should take is to outsource your financial operations to a CPA firm that provides the services of a part-time CFO. Only this type of professional will have the knowledge to do what needs to be done to protect your profits. In addition, this firm should use our proprietary Financial Harvesting® @ Work System. This is a system specifically designed for the financial needs of small businesses.
Financial Health For You and Your Co-workers:
As your business grows and matures, your needs and the needs of your co-workers will change. By applying our proprietary Financial Harvesting® @ Home System we are capable of providing you and your co-workers with a unique set of services to help you, your family and your workforce to become financially healthy.
We approach each employee and family with an awareness of the special family dynamics which exist. Specifically, here are some of the services we can provide to you and your family through all your family's life-cycles:
Executive Compensation Services
Incentive & Equity Arrangements
Pension & IRA Consulting
Personal Tax planning & Compliance
Federal & State Tax Returns
Estate & Gift Tax Planning
Bookkeeping and Business Management
Cash Flow Projections & Budgeting
Marriage & Divorce Planning
Tax Aspects Of Marriage And Divorce
Division Of Assets
Asset Tracing
Family Financial Planning
Cash Flow & Budgeting
Planning For Children
Real Estate Purchases & Refinancing
Credit & Debt Managment
Education Planning
Retirement & Longevity Planning
Cash Flow Projections
Social Security
Succession Planning
Elder Services
Caregiver Planning
Assisted Living
Bill Payment
Estate, Gift & Trust Services
Quarterbacking the entire process
Tax Aspects (Estate Tax, Gift Tax)
Coordination with lawyers
Post-mortem planning
For more information see our website at: