Financial Services Accounting

To help small business owners and families plan for the future and protect their assets, many of our clients come to us when they need a CPA firm serving the Grand Rapids area that concentrates in the financial services industry. We truly understand your needs and are able to provide a wide variety of financial services for small businesses and individuals, and pride ourselves on providing financial services designed around your individual needs. Ask about our business value package.

In the financial services area we have set up strategic alliances to provide seamless integration for all of your business and individual financial needs. Our approach will cause you to have a consistent methodology for the entirety of your financial situation. Our unique structure can provide advice and strategies in the following areas:

Setting up of profit sharing and 401(k) plan documents Evaluations of qualified retirement plans (SEP, SIMPLE 401(k), Profit Sharing, IRA, etc.) Mutual funds and annuities Employee benefit plans Health benefit plans Estate planning Trust planning and charitable gifting Business exit strategies Executive compensation plans Key employee retention plans Insurance and asset protection Succession planning and business continuation Buy/sell agreements

Call us today at 616-350-4122 and ask for Chris to schedule a mutually convenient appointment.