Specialized Services

In the course of all our engagements, we are always looking out for opportunities for our clients to maximize their bottom line.  Here are some of the ways that we have helped our other clients and that we can help your firm:
 
  • R&D Tax Credit- Often overlooked savings opportunity; especially for newer, start-up firms.  Please click here to complete this brief questionnaire to see if you may qualify or may prefer a visual overview to see if you may qualify.
  • Streamlined Processes- we have added great value to our clients that have a set of systems and processes in place but they find working within their current architecture is time-consuming administrative work. We have implemented automated solutions that work seamlessly in the architecture you already have invested in and have in place.  We have saved clients thousands of dollars annually.

    FINNANCIAL GROUP 2019