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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.