For those who want more hands-on or one on one assistance to identify where profits are being lost needlessly, we have intensive fact-finding processes to identify your unique needs and create an implementation schedule to perhaps include any or all of the following areas:

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• Increase your bottom line in multiple areas 

• Prepare a business for sale, paying $0 or reduced US Capital Gains Taxes

• Develop and fund buy/sell agreements for death or disability

• Review and update partnership agreements to meet expectations and needs

• Coordinate estate planning issues that will affect your business and personal asset distributions

• Create systems for consistent results for staff to follow

• Deep dive into all personal and business insurance coverages to coordinate ownership, insured and beneficiaries correctly

• Last 3-year Income Taxes filed reviews

• “Ask Amy Anything About Money” live calls and sessions.

• Upon request, on-site visits may be available at pre-negotiated pricing.