Coverage, Bookkeeping & Business Support

Auto Insurance – Get the right level of protection for your vehicle, from basic liability to full coverage, ensuring you're financially secure in case of accidents, theft, or damage.

Home Insurance – Safeguard your home, rental property, or belongings with tailored homeowner’s or renter’s insurance that covers damages, theft, and liability risks.

Life Insurance – Provide financial security for your loved ones with customizable term, whole, or universal life insurance policies that fit your family's needs.

Dental Insurance – Cover routine checkups, cleanings, and major dental work with affordable plans that help you maintain good oral health without high out-of-pocket costs.

Workers’ Compensation – Ensure your business stays compliant while protecting employees with workers’ compensation coverage that includes audit support, claim assistance, and proper classification of workers.

General Liability Insurance – Shield your business from lawsuits, property damage claims, and legal expenses with a comprehensive general liability policy tailored to your industry.

Property Insurance – Protect your office, storefront, or commercial property from unexpected events like fire, natural disasters, theft, or vandalism.

Commercial Auto Insurance – Cover business vehicles against accidents, liability, and damage, whether you have a single work truck or an entire fleet.

Term Life Insurance – A cost-effective way to protect your family with coverage for a set period, ideal for replacing lost income or covering large expenses like mortgages.

Whole Life Insurance – A lifetime policy that not only provides death benefits but also builds cash value over time, offering financial stability for future needs.

Universal Life Insurance – Flexible life insurance that allows you to adjust premiums and benefits as your financial situation changes.

Estate Planning Support – Ensure your loved ones are financially secure by aligning your policy with estate planning strategies, minimizing tax burdens, and preserving your assets.

Business Setup & Multi-State Registration – Whether you’re launching a business or expanding into multiple states, we handle the paperwork, filings, and compliance requirements for you.

LLC & Operating Agreements – Protect your business with custom-drafted LLC and operating agreements, ensuring clear roles, responsibilities, and legal protections.

501c3 Nonprofit Formation – We help organizations obtain 501c3 tax-exempt status, file necessary documentation, and ensure legal compliance for nonprofits.

Expansion Support – If your business is operating across multiple states, we provide guidance on compliance, tax laws, and proper entity structuring.

Bookkeeping Services – Keep your business financially organized with monthly reports, accurate financial tracking, and tax-ready documentation that ensures compliance.

Payroll Processing – Streamline payroll with on-time employee payments, automated tax withholdings, and compliance support, so you never miss a deadline.

QuickBooks Assistance – Whether you’re new to QuickBooks or need advanced support, we help set up, manage, and troubleshoot your accounting system.

Remote-Friendly Services – Work with us from anywhere. Our secure, cloud-based bookkeeping and payroll solutions let you manage finances without needing an in-house accountant.