Broker Check


We provide high-quality comprehensive business and financial services at an affordable value, enabling businesses and individuals the opportunity to build and preserve wealth.


Business Planning and Support

At Bottom Line Services, we provide business assistance in the following areas:

Accounting & Administrative Support

  • Financial Statements
  • Full Accounting Department Outsourcing
  • Financial Audit Preparation Services
  • Assistance in Securing Bank Financing
  • Payroll Reporting and Processing
  • Retirement Plan Setup and Management*

Tax Planning & Compliance

  • Business Tax Return Preparation
  • Depreciation Planning
  • Income Tax Minimization Strategies
  • Retirement Plan Distributions

Advising & Planning

  • Strategic Financing
  • Mergers & Acquisitions
  • Business Sale Services
  • Business Plan Preparation
  • Acquisition Searches
  • Business Start-ups
 *Services provided by Todd Reed and John Reed through their affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.