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.

  • Qualified Plan Review

    During this one-time review, our experts will examine your current plan design to make sure goals and objectives are being met. Additionally, they will obtain blind quotes to benchmark your plan and analyze your current investment lineup for performance, cost, coverage and 404(c) coverage. They will also make recommendations to improve your plan from three perspectives: Plan Sponsor, Trustee, and Participants.

  • Qualified Plan Management

    Our experts will work with you to design a qualified retirement plan, including establishing needs and goals, designing an Investment Policy Statement, and selecting an investment lineup. After your plan is implemented, our experts will provide ongoing services such as quarterly and annual reviews, employee education, and overseeing the operations of your plan.

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.

  • Tax Preparation, Planning & Consulting

    In addition to preparing your business’s taxes, we will consult with you on building financial security by setting goals and objectives and monitoring your progress in achieving those goals. We work with you to match your financial strategies to financial objectives, help you analyze and manage risk, and take advantage of ongoing changes in the tax laws to aggressively minimize your tax exposure.

  • Bookkeeping & Accounting

    Small-business owners are constantly searching for extra time to devote to the management of their business. To make time, bookkeeping and accounting are often pushed aside. Our experts can assist you with your needs to allow you to do what you do best.

  • Assistance in Structuring Your Own Accounting System

    We can develop an accounting system for your business and train you to use it. We are experienced in structuring manual or computerized bookkeeping systems, and guiding you through converting from a manual to computerized system.

  • QuickBooks Consulting

    QuickBooks has the tools needed to stay on top of business finances and work more productively, even if nothing is known about accounting. As a Certified QuickBooks ProAdvisor, we can help you setup and maintain QuickBooks for worry-free performance.

  • Attests, Compilations, Reviews and Audits

    We can tailor our services to generally accepted accounting principles or another comprehensive basis of accounting. Staffed with Certified Public Accountants and Certified Valuation Analystsour services include compilations, review engagements, audit services, other attest engagements, and personal financial statements.

  • Fraud & Forensic Accounting

    Since fraud can be difficult to determine just by looking at the ledger transactions, a business may need a more thorough investigation. Our qualified and experienced staff can assist with a variety of complex matters including corporate internal investigations, white collar crime, government investigations, and securities fraud.

  • Business Valuations

    An in-depth process to estimate the economic value of an owner’s interest in a business. Business valuations are needed for various reasons, including, but not limited to: determining selling price, estate planning, shareholder disputes, gift taxation, divorce litigation, allocating purchase price among business assets, and buy-sell agreements.

  • Cost Segregation

    An effective means of accelerating tax depreciation for property investors. Properly classifying investments made in a building between real and personal property allow investors to claim a substantial reduction in current income tax liabilities. We can provide a preliminary study of your real estate to determine if you would benefit from this type of “engineering-based” study.

  • Due Diligence

    Clients interested in purchasing a business need certain bookkeeping, research, and analysis done prior to the purchase as a protective measure. We provide due diligence services and take all the necessary measures to determine if the investment is a smart one.

  • Analysis of Financial Statements Provided in “Plain English”

    Using the financial statements, we will recap the current period activity in “Plain English” in an easy-to-read memo format. The recap will include significant points to be considered, such as increases in specific expenses. Comparisons are made to prior periods and prior years.

  • Budgets

    Provides a visual statement of the projected financial results of your business activities. Using a budget will assist you in tracking the flow and progress of your business. Our firm can help you create a budget for your business and help you monitor and evaluate its progress.

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.

  • Capital Asset Allocation

    We help business owners understand the wealth effects and risks of the business’s investing decisions and put the company’s cash in a position to earn the highest return.

  • Financial Management

    We help business owners look at their uses and sources of capital and provide recommendations based on cash flow projections and other financial statement analyses to drive profits and cash flow.

  • Risk Management

    We help business owners make sure their known risks are suitably addressed.Some risks can be addressed through properly structured insurance programs, while other risks are just a part of doing business. There are some risks that should be avoided altogether.

  • Executive Compensation

    We help business owners understand the cash flow impacts of their compensation and benefits decisions, and make recommendations on ways to structure these programs to accomplish the desired goal, while minimizing the after tax cost to the business.

  • Maximizing Family Wealth

    Whether you are using the business as a way to increase your take home pay or you are trying to grow the business into a valuable asset, the paths you take are different, but the destination is the same—to increase your wealth. We help business owners develop comprehensive wealth strategies that tie into the owners’ personal wealth strategy through exit planning and estate planning.

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.

  • Property & Casualty Insurance

    Our experts are able to analyze your business needs, and develop a plan that is customized and responsive to your unique situation.

  • Life, Disability and Long-Term Care Insurance

    Our experts can build an insurance strategy that helps protect your business and secure your family, while being relevantly priced among the best insurance companies on the market today. As a business owner, we understand that you are busy. Unique to the industry, we utilize an Underwriting Advocate to expedite the underwriting process, and appropriately set and manage your expectations.

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.

  • Business Planning

    The firm works with businesses on such issues as the most advantageous structure and form for their business, drafting business organization papers and corporate documents, and on tax and general business planning issues. The firm also counsels business owners on the most tax efficient methods for transferring business interests to family members and/or key employees.

  • Business Planning

    The firm works with businesses on such issues as the most advantageous structure and form for their business, drafting business organization papers and corporate documents, and on tax and general business planning issues. The firm also counsels business owners on the most tax efficient methods for transferring business interests to family members and/or key employees.

  • Charitable and Tax Exempt Organizations Planning

    The firm counsels and assists clients in implementing gifting strategies to maximize the benefits of charitable giving for both the client and the charitable beneficiary. This may involve simply advising clients on alternative vehicles and charitable organizations that are available to them, or drafting and implementing family foundations and/or other organizations to accomplish a client’s objectives.

LET'S TALK

Everyone joins Henssler at a different place in their journey. Whether planning to start a family, selling a business, losing a loved one or approaching retirement, Henssler is ever vigilant in preparing you for whatever journey life has in store.

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LET'S TALK

Everyone joins Henssler at a different place in their journey. Whether planning to start a family, selling a business, losing a loved one or approaching retirement, Henssler is ever vigilant in preparing you for whatever journey life has in store.

  • This field is for validation purposes and should be left unchanged.