Businesses
1) CPA’s deliver more value to your clients by becoming a proactive and holistic planner.
2) Business owners reduce taxes, reduce risks and reduce business expenses.
Team Base Consulting
The 21st century solution to help tax professional’s work smarter not harder!
CPA's & Tax Professionals - Expand your service offerings without hiring additional staff, overworking yourself, or the hassle of third party referral.
Rather than clients receiving disjointed advice from multiple independent advisors, we bring all of the necessary professionals together to work as one TEAM. As a result, our clients are able to reach their professional and personal goals more efficiently.
What's Your Risk Comfort Zone?
Capture your risk tolerance and see if your portfolio fits your business.
The business landscape has changed dramatically in the last 5-10 years. Ensure that you have a plan that moves your business forward with success and confidence.
Business Consulting
OnTraq Financial is an advocate for a healthier and productive business practice. Working as a team we help small and mid-sized business dramatically increase the owner’s efficiency, profitability, and sustainability.
Some of the business services we offer include:
• Business Valuation
• Business Exit Planning
• Qualified Retirement Plans
• Non qualified Retirement Plans
• Business Financing
• Employee Benefits
• ESOPs
• Captive Insurance Companies
• Cost Segregation
All the services you need,all in one place.
Get Your Financial Blueprint Today!
Is your business your retirement plan? How much is it worth? Are you taking advantage of all your tax breaks and credits?
- 65% of small business owners do not have proper exit plans in place.
- 34% of entrepreneurs do not currently have a retirement savings plan.
- 18% of business owners plan to sell their business to fund their retirement.
- Many have no real numbers to support how much their business is worth.
- Many business are not positioned to maximize tax benefits and credits.
A comprehensive plan is the best place to start. Let us prepare a blueprint to guide you.
We help CPA’s deliver more value to their clients by becoming a proactive and holistic planner.
Work with some of the best minds in the industry to deliver services to your clients.