We offer tailored services for our Business Owner clients. As business owners ourselves, we understand every business has unique needs because every business is owned by unique people, with unique lives. And, every business has unique employees with their own unique needs as well.
One particular service we are proud to offer our business owner clients is the Elite Package. Our team covers all accounting, filings for federal and state requirements, HR outsourcing including employee onboarding and departure, payroll, benefits oversight, monitoring of insurance needs and requirements, tax reduction planning – including quarterly meetings to make sure the plan stays on track, and fractional CFO services. With the Elite Package, we take of the administration and time-consuming unproductive tasks for you so you get to focus on what you do best, run and grow your business!
Included with the Elite Package is a free review of past tax returns. We look for deductions that may have been missed, any overpayments that may have been made, if errors were overlooked, and for a myriad of possible oversights…99% of our clients get refunds. We find most new clients overpay taxes, are structured in a way that does not take advantage of reduced tax brackets, and few utilize options to greatly reduce taxes and liabilities. Truthfully, many business owners are simply too busy to get other opinions from different tax preparers.
The Elite Retirement Plan is designed to provide a multiplied return on investment unmatched anywhere else. In place of today’s risk-averse portfolios that produce little results without unnecessary high risk, we utilize a program originally developed in the 1970s and updated to Twenty-first Century performance levels. This system offers great advantages using by utilizing a bank to pay for much of the program while you get to keep and utilize your current cashflow for your business. With this system, you have a large gain potential without the downside risk of loss. It not only offers great protection but the benefits of Critical Care cash in the event of an unforeseen health crisis, access to unpenalized cash if needed, and the option to access cashflow earlier if the plan has been in place for a sufficient time. Many clients have used this plan as an early income replacement plan to retire early!
The NAI Group can assist with Business Insurance, Worker’s Comp insurance, and Employee and Owner Benefits. We have access to many options and carriers across several industries. When many Business Owner clients come on board, we look over their coverages and help find comparable or better coverage for a lower price with great companies. We routinely find out many owners are underinsured for their needs and over-charged for what they have. We offer a complimentary evaluation; all you have to do is ask.
The Elite Retirement Plan is designed to provide a multiplied return on investment unmatched anywhere else. In place of today’s risk-averse portfolios that produce little results without unnecessary high risk, we utilize a program originally developed in the 1970s and updated to Twenty-first Century performance levels. This system offers great advantages using by utilizing a bank to pay for much of the program while you get to keep and utilize your current cashflow for your business. With this system, you have a large gain potential without the downside risk of loss. It not only offers great protection but the benefits of Critical Care cash in the event of an unforeseen health crisis, access to unpenalized cash if needed, and the option to access cashflow earlier if the plan has been in place for a sufficient time. Many clients have used this plan as an early income replacement plan to retire early!
The NAI Group can assist with Business Insurance, Worker’s Comp insurance, and Employee and Owner Benefits. We have access to many options and carriers across several industries. When many Business Owner clients come on board, we look over their coverages and help find comparable or better coverage for a lower price with great companies. We routinely find out many owners are underinsured for their needs and over-charged for what they have. We offer a complimentary evaluation; all you have to do is ask.
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