Organizing finances is critical to any small business. Diligent tracking of business expenses and profit & loss can increase profit margins for process serving companies. Chris, an experienced CPA, will give us an overview of how you can more efficiently utilize QuickBooks 2013 to maximize margins. Watch all the PACES 2014 educational sessions for only $25: http://psaco.org/calendar/paces-conference/

4. Wealth Preservation/Creation
The Wenner Group Helps Business Owners:
• Identify and manage their liability risks
• Manage their resources (including time)
• Identify solutions to minimize expenses
• Identify opportunities to minimize taxes now
and into the future

5. Assaults on Wealth
3 Main Assaults:
• Taxes (federal, state & local levels)
• Liability risks (Lawsuits)
• Missed opportunities

8. Other Services
Services other than Tax Preparation:
• Tax Planning
• Bookkeeping/Training
• Cash flow and business management
• Financial Statements
• Other consulting services