Additional Services

Additional “Done For You” Services Our Firm Provides

Financial Planning has never been more important. There are so many other issues and problems which come up in the course of a normal business or family, that to list all of them would not be beneficial. However, there are a number of additional services our firm has had the pleasure to assist with in the past. Below are some of the financial planning and other services we offer.

If you don’t see exactly what you’re looking for or just need some more information on any of our services, feel free to contact us and we’d love to answer any questions you have and help in any way we can.

Financial Planning

Full Financial Planning
Portfolio Analysis
Mutual Fund Review
401K Review

Preparing For The Future

Income Planning
College Planning
Elder Care Planning
Estate Planning

Using KPIs For Your MARKETINGCITY Business

Being able to reasonably forecast upcoming problems has become an essential skill for MARKETINGCITY business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your MARKETINGCITY Business "It is common...

Are Your MARKETINGCITY Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our MARKETINGCITY clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we...

Use These Financial Reports For Business Decisions By BUSINESSNAME

How do you make financial decisions for your MARKETINGCITY business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of...

Struggling MARKETINGCITY Businesses: Careful With Price Reductions

If you're struggling in your MARKETINGCITY business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling MARKETINGCITY Businesses: Careful With Price Reductions “Despite your...

Developing Accountability In Your MARKETINGCITY Business

Before we get to talking about accountability in your MARKETINGCITY business... During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack...

BUSINESSNAME’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your MARKETINGCITY Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher, Mike Tyson once said: Everyone has a plan until they get punched in the face. What is your plan for exiting your MARKETINGCITY family business? You need...

A Few Winning Tips for Controlling Costs in MARKETINGCITY Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest MARKETINGCITY...

BUSINESSNAME’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my MARKETINGCITY readers, I'm going to take you down a little rabbit...

Financial Documentation Strategies for MARKETINGCITY Taxpayers

Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your MARKETINGCITY "financial fortress" is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For MARKETINGCITY Taxpayers "You get...

How You're Missing Legal Tax Deductions

Here’s a certain truth: the State and Federal Government would love to have more of your hard-earned money in their accounts. Sure, even though it’s painful, none of us begrudge paying our legal and fair share of taxes.

But the problem is that regular taxpayers, like you, are missing out on legal and safe deductions, to the tune of hundreds of millions of dollars in unclaimed refunds every year!

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