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


Our Services

At Bottom Line Services, we provide 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*

Estate & Trust Planning

  • Estate Planning
  • Business Succession Planning
  • Estate Valuation
  • Planned Giving Programs
  • Life Insurance Analysis (adequacy and structure)

Tax Planning & Compliance

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

Investment Management & Financial Planning *

  • Investment Reviews & Recommendations
  • Retirement Planning
  • College Savings
  • Personal Financial Statements
  • Personal Budgeting
  • 401(K) Advising
  • IRA Rollovers

Advising & Planning

  • Strategic Financing
  • Mergers & Acquisitions
  • Business Sale Services
  • Business Plan Preparation
  • Acquisition Searches
  • Business Start-ups

Elder Care Services

  • Managing Financial Affairs
  • Making Best Choices Regarding Personal Care
  • Planning for Future Needs

*Services provided by Todd Reed and John Reed through their affiliation with H.D. Vest Investment ServicesSM and H.D. Vest Advisory ServicesSM.