Business Finances
As a business owner, you aim to evaluate every business decision based on the expected return of business advancement. Likewise, you should expect the same from your business advisers. The Henssler business service advantage is transparent communication across disciplines for a 360-degree view of your business finances.
From retirement benefit plans, tax and accounting, cash flow, to employee services and insurance, our integrated team of experts communicates across channels to provide you clarity regarding the current financial status of your business in context of the financial goals you’ve set.
Our goal is to accommodate the various—and sometimes competing—aspects of your business and develop strategies and objectives that make those parts work together efficiently.
Institutional Retirement Plans
Regardless of how big your business is, as a business owner, you generally have the option of establishing a retirement plan that promotes regular savings for the future. Offering a good retirement plan as part of your benefits package can help you to attract and retain quality employees. Additionally, qualified plans and some nonqualified plans can provide significant tax benefits for both employer and employee.
Finding the right plan can be challenging. Furthermore, plan fiduciaries have always been held to the highest level of duty, care, and prudence for plan assets. It is important that you select and implement the plan that best suits the needs of your business, your employees, and you.
We help business owners and their employees navigate and manage the increasingly complex and important world of qualified retirement plans.
Business Tax & Accounting Services
Henssler CPAs & Advisers, LLC is a full-service accounting and consulting firm specializing in services based on the specific needs of your business. There is no formula or model that works for all. The readiness of a business to stand strong in an increasingly competitive environment is dependent on the financial disciplines cross communicating: tax to accounting to cash flow to insurance.
With more than a century of combined experience in the regional area, our tax experts can help you determine what your business needs are and how to effectively satisfy them. We look at the big picture and are able to objectively assess all possibilities of solutions to determine the best fit for your particular need.
Our transparent, multi-discipline approach enables our staff to provide the highest quality, professional service to business clients.
CFO Services
Henssler Financial’s CFO Services offer business owners a cost- effective way to retain unbiased, professional financial advice pertaining to the operating, investing, and financing decisions of their business, without the cost associated with employing a full-time CFO or Controller.
Since every company has a different business model and growth plan, the frequency and scope of services will differ based on your business’s needs. You can work with our firm either on an as-needed basis (hourly billing) or flat-fee agreement basis.
Our attentive staff of insurance specialists design and coordinate coverages to protect individual, family and business assets. We look beyond the standard home and auto coverage to ensure that you are not exposed to gaps in coverage that could be detrimental to you. As an independent agency, we represent more than 50 quality insurance companies, which allows us to handpick the most cost-effective protection for your unique situation.
We help business owners quarterback their overall financial situation and make sure that all aspects of their finances are working together in the most efficient and effective manner.
Business Insurance
Whether you are a small entrepreneurial firm, an educational institute or a multi-state corporation, protecting your business and your employees is vital to your company’s success and deserves thoughtful attention. As an Independent Insurance Agency representing more than 50 quality insurance companies, we are able to match clients with a company that can provide the broadest insurance protection for the lowest price.
Our philosophy of providing local service with local people, coupled with our size and buying power, allows us to use the power of choice in winning the trust of our clients. We set up our clients to successfully meet the needs of their clients.
In short, our current, generous lifetime exclusion amounts and estate tax laws are not the end of estate planning as we know it. First of all, tax laws change. And, simple mistakes can cause tremendous headaches for loved ones left behind. Even if you have modest wealth, estate planning is a crucial part in your overall financial plan. It is not a one-time endeavor. Ideally, you should review your plan with both your financial adviser and estate planning attorney at least every two to three years. By doing this, you should only have to tweak intermittently certain pieces of your estate plan; however, major changes resulting from divorce, marriage, tax law changes, among other things, may require an overhaul.
With a sound estate plan, you can minimize the burden on family members and provide some certainty in a difficult time.
We view insurance as a tool for achieving security and protection that should integrate into your overall financial plan.
Legal Counsel
The office of Reeves Law, P.C. represents families, individuals, and business owners in the preservation, management, and transfer of wealth. The firm’s core work involves wills, trusts and estate planning, probate and estate administration, tax planning, small business planning, and charitable and tax-exempt organizations’ planning.
Our philosophy of providing local service with local people, coupled with our size and buying power, allows us to use the power of choice in winning the trust of our clients. We set up our clients to successfully meet the needs of their clients.
In short, our current, generous lifetime exclusion amounts and estate tax laws are not the end of estate planning as we know it. First of all, tax laws change. And, simple mistakes can cause tremendous headaches for loved ones left behind. Even if you have modest wealth, estate planning is a crucial part in your overall financial plan. It is not a one-time endeavor. Ideally, you should review your plan with both your financial adviser and estate planning attorney at least every two to three years. By doing this, you should only have to tweak intermittently certain pieces of your estate plan; however, major changes resulting from divorce, marriage, tax law changes, among other things, may require an overhaul.
With a sound estate plan, you can minimize the burden on family members and provide some certainty in a difficult time.
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