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Small Business Services
Access Our Retirement Kit
Request our Retirement Kit that addresses several topics you should consider when planning your retirement.

Small Business Services

BOOKKEEPING

Get a complete bookkeeping solution including: bank reconciliations, customer invoicing and collections, bill payment, credit card management and more.

  • Business bank reconciliations
  • Credit card management
  • Accounts receivable
  • Accounts payable
  • Payroll

FINANCIAL REPORTING

We provide daily, weekly and monthly financial updates to keep you in the loop about your finances.

  • Trial balance reconciliation
  • Balance sheets
  • Income statements
  • Custom financial reports
  • Monthly reviews of company performance

TAX RETURNS AND REDUCTION STRATEGY

Our in-house CPA department will help you craft the ultimate tax strategy and file your tax returns each year.

  • Income tax preparation
  • Tax planning
  • Entity creation and organization
  • IRS representation
  • Audit support

CFO SERVICES

Ready for growth? Our CFO team offers cash-flow forecasting, budget analysis, labor optimization and more. Get powerful reports and coaching calls when you need them.

  • Cash flow forecasting
  • Budget-to-actual reporting
  • Breakeven analysis
  • Labor cost management
  • Variable vs. fixed expense reporting
  • Debt planning and reduction

 

To schedule a time to discuss your financial future, contact us at myteam@bfandt.com or call us at 800.425.7044 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

Your insurance professional is not permitted to offer, and no statement contained herein shall constitute tax, legal or investment advice. You should consult with a legal or tax professional on any such matters. For guidance on your securities holdings, please consult with a broker/dealer representative or registered investment advisor.

Investment advisory services are offered through Elevated Performance Investment Group LLC, a Registered Investment Advisor in the state of Michigan and North Carolina. Elevated Performance Investment Group LLC, Barnett Financial & Tax Charlotte LLC, and Barnett Financial & Tax are affiliated companies.

Meet Our Team Barnett Financial & Tax

At Barnett Financial & Tax (BFT), we are dedicated to providing individuals, families and businesses with quality financial products and services for the achievement of their goals and objectives. We are committed to serving clients by assisting them in the development of financial stewardship in their lives. Founded in 1990 we are an accredited member of Better Business Bureau.

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Investment advisory services are offered through Elevated Performance Investment Group LLC, a Registered Investment Advisor in the state of Michigan and North Carolina. Elevated Performance Investment Group LLC, Barnett Financial & Tax Charlotte LLC, and Barnett Financial & Tax Inc are affiliated companies.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

By submitting your contact information, you consent to be contacted in the future regarding retirement income strategies that utilize insurance and investment products.

*Our firm provides links to third party articles in an effort to assist users in locating information on topics that might be of interest to them. Information presented has not been verified and is not guaranteed, nor can we attest to the accuracy of information provided. Linking to an article or web site does not constitute a representation of the services offered by our firm nor does it constitute an endorsement by Firm of the sponsors of the site or the products presented on the site. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.