Services
If you need advice and guidance from an expert who knows the industry, we’ve got you covered. We specialize in tackling challenges and providing practical, effective solutions tailored to your business.
All the Strategic Services You Need, Right at Your Fingertips.
Complimentary Discovery Call
Money drives your business, but managing it effectively can be challenging.
When you're already juggling the demands of planning and running your business, it’s hard to find the time—or the expertise—to make the best financial decisions for you and your team. That’s where your Discovery Call comes in.
Your Smart Biz Solutions
connects you with trusted finance and legal professionals who can assist with business setup, loan negotiation, budgeting, tax preparation, and more.
While we facilitate access to these experts, you’ll work directly with them to negotiate fees, timelines, and expectations, ensuring you get the best possible solutions for your business needs.
Tax & Legal Strategies
Business may be running smoothly, but an issue with the IRS or local tax authorities can turn everything upside down in an instant.
To reduce the risk of such disruptions, you need the right experts—Tax Attorneys and CPAs who specialize in safeguarding businesses like yours.
Your Smart Biz Solutions connects you with these professionals, who can help you avoid unwanted attention from tax agencies while optimizing your tax-saving strategies. They also provide guidance on legal insurance and offer consulting on business practices, ensuring you’re always in compliance with your rights as a small business or corporation.
Marketing
Succeeding in business seems straightforward—offer a product or service, sell it to clients, and turn a profit.
But to attract clients and drive success, you need a well-crafted marketing strategy.
Your Smart Biz Solutions provides business coaching to help you understand and implement marketing strategies that attract more customers, encourage repeat business, and increase spending. We’ll guide you in using the right marketing channels to achieve measurable results.
Ongoing Coaching & Timely Updates for Your Business
At Your Smart Biz Solutions, coaching isn’t just about scheduled sessions—it’s about staying informed and adaptable. We regularly keep business owners and managers updated on relevant legal, financial, and industry changes that could impact their operations. For example, when the Corporate Transparency Act was recently deemed unconstitutional, we immediately shared the news via social media and reached out directly to business owners, ensuring they had the information needed to stay compliant and ahead of the curve.
Planning for a Secure and Comfortable Retirement
As your business grows, so does the potential for a retirement that exceeds your expectations.
The IRS offers a variety of options for small business owners to create tailored retirement solutions that align with your goals. Certain annuities can provide excellent protection from market downturns, while allowing you to take full advantage of market growth. Additionally, Indexed Universal Life (IUL) insurance offers a unique combination of downside protection and stock-market-like growth potential, helping you build a more secure financial future.
At Your Smart Biz Solutions, we can guide you through these options, ensuring you make the best choices for a stable and prosperous retirement. By integrating these financial tools, we can help you create a retirement plan that works for you—both in the short and long term.