A small business and financial expert. A Registered Financial Consultant can help Accredited Investors (usually business owners) manage their assets. Through proper Accounting we can make data driven financial decisions.
Accounting is “the process of recording financial transactions pertaining to a business,” according to Investopedia. We find too many businesses between $500,000 – $5,000,000 do not record their transactions. We created 360+ to fill this need. Additionally, Accredited Investors, High Net Worth & Ultra High Net Worth households need proper Accounting. If transactions are recorded correctly, we can make proactive decisions rather than pay more for reactive resolutions.
Public Accountant is 360’s structure. Our team members specialize in Tax Accounting and Bookkeeping. This is the area we find businesses with $500,000 – $5,000,000 in revenue (Plus Accredited Investors & HNW households) need the specialty of a Tax Accountant. We are generally hired and engaged by employers to act as their external CFO (Chief Financial Officer).
Our ideal business owner is an established business looking to find smart strategies with their current revenue. They are looking to lower their tax liabilities and keep more assets in the firm or their family.
Business owners often want to liquidate their business asset for retirement. They are looking for smart strategies on how to receive the cash and reduce their tax liability of receiving their lump sum of money. 360 likes to work with clients producing revenues in the $500,000 – $5,000,000 range.
360 will engage households with a soft minimum of $500,000 – $1,500,000 of investable assets preparing to retire. Normally, this is a client 55 years and older preparing to retire. We have also worked with younger clients that have saved well and want to preserve their assets throughout their lives.
*$500,000 is a soft minimum, exceptions can and have been made. Please reach out and let’s discuss your current situation.
First-tier services include foundational investment and planning help and advice, in areas such as
cash flow, budgeting, and financial and retirement planning.
Second-tier services are more customized and integrated and include more complex offers,
such as credit, lending, tax, and business advisory issues.
Third-tier services include Business Advisory & Succession planning. With this service you have the powerful, 30 years+ experience and knowledge, from both Michael & Jeremy. These services also include estate planning and wealth transfer, custom portfolios, and
philanthropic advisor services. Solutions at this level are most likely to be hyper customized.
A contingency plan is an important part of the business for any company. Accountants and Financial Consultants require a properly disclosed contingency plan. We do have a documented succession plan in place if something were to happen to the leadership.
The 360 team holds the designation of Registered Financial Consultant (RFC) credential from the International Association of Registered Financial Consultants, (IARFC®). Who is a Registered Financial Consultant? All financial planners are not created equal. A RFC is more than a financial planner—he or she is an Accountant with the powerful combination of tax expertise and comprehensive knowledge of financial planning. This knowledge is critical to obtaining the most valuable, objective data driven advice possible.
We take confidentiality seriously. Please reference the Consumer Privacy & Security Notice here.
Security is of utmost importance in this day and time. Accountants and Investment Advisors have strict technology compliance for client safety. We have contracted RapidScale for all of our IT needs. They specialize in accounting and financial consulting firms. With RapidScale, their infrastructure is always connected to our devices to receive warnings for any issues. We have modern equipment and technology and security is always top of mind for us.