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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.