Greg Hostelley. Achieve financial mastery. Chief Executive Advisor. Sign up up for for our enewsletters:

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1 Greg Hostelley Chief Executive Advisor Owners and executives come to us when they want their businesses to operate at peak efficiency for maximum profits. Our team of experts looks at their long-term financial goals and the best strategies to get there. This can include benchmarking within their industry, examining tax issues specific to their operations, and analyzing their accounting and bookkeeping procedures. And then we work together to make financial success happen. My goals are to deliver insight, advice, and comfort insight into the issues affecting your business success, advice on how to best manage your resources, and comfort in knowing that your business is secure and destined to grow. 1

2 Accounting Expertise Designed to meet your company s unique needs For nearly 30 years, Inner Circle Advisors has been a reliable source of comprehensive business solutions for executives who desire mastery over their finances. Our experienced advisors can provide you with knowledgeable support in accounting and tax planning, business services and outsourced bookkeeping, longterm financial strategies, and more. When you partner with Inner Circle Advisors, you can focus on what you do best, secure in the knowledge that your business is going to operate at peak efficiency for maximum profits. 2

3 o Accounting Services o Tax Planning & Preparation o Cash Flow & Budgeting Analysis o Financial Statements o Industry-Specific Benchmarking o Business Entity Selection o Mergers & Acquisitions o Entrepreneurial Capital o Remote Bookkeeping o Merchant Services o Internet Commerce o Payroll Services o Business Consulting o Succession Planning Financial Management Services Rely on our expertise so you can focus on yours Use this checklist to identify the areas your business could benefit from our expertise. Then contact Greg Hostelley, Chief Executive Advisor, for a free initial consult to discuss your needs at or Advisor@InnerCircleLLC.com. o Financial Projections o Retirement Planning o Insurance/benefits strategies o Strategic Business Plans o Personal Wealth Management o Estate & Trust Tax Preparation o IRS Representation 3

4 Tax Planning Strategies Minimize your tax burden while you build your current wealth Inner Circle Advisors has the tools to develop and implement the ultimate tax solution to meet your unique needs: Experienced advisors with proven expertise in income tax compliance issues State-of-the-art tax resources and software A team of financial, legal and wealth management advisors to oversee the entire process so that your strategic wealth plan is secure and increasing in value 4

5 Virtual Accounting Maximize efficiency, accuracy, and cost savings Never worry again about making costly errors that impact your bottom line, or staying current on all the latest changes in accounting principles. Our bookkeeping experts can do all the work for you: Accounts Receivable Accounts Payable Fixed Asset Accounting Bank Account Reconciliation Account Reconciliation and Analysis Management Reporting All of your financial information is available 24 hours a day, 7 days a week! Simply sign in to our secure website to find your latest, up-todate and accurate reports whenever you need to make decisions that drive your business forward. For increased accuracy, accessibility, and cost effectiveness, virtual accounting with Inner Circle Advisors is your solution. 5

6 Wealth Management You worked hard to earn what you have. Let us work hard so you can see it grow. You tell us what you want, we review your finances, and then we develop a strategic plan designed to achieve financial mastery. Our team of legal, financial, and wealth management advisors will oversee your financial management so that your strategic wealth plan is secure and increasing in value. Taxes Are you doing what you need to do to minimize your tax burden while staying compliant? Investments Does your investment portfolio provide the right risk/benefit ratio? Is your risk profile appropriate to your age and situation? Retirement If you re not retired yet, do you have a plan to provide you with enough income? Does your 401K/profit sharing plans follow ERISA guidelines and include investment policy statements? Estate Planning Do you have an up-to-date Estate Plan that will ensure your wishes are met and your family is provided for? Income Protection Your income potential is your most precious asset. Are you properly protected with disability insurance (and perhaps Long-term Care Insurance)? Insurance Is your current insurance coverage sufficient so that your family will not be burdened with your liabilities? Education If you have children or grandchildren and you would like to support their education, have you set up the right structure (such as a 529 Plan)? Special Needs Here s a chance to review the special needs of you and your family. 6

7 King of Referrals Gregory D. Hostelley, CPA When I first started my business, I realized that my clients needed much more than just what I had to offer, says of Inner Circle Advisors and a Certified Public Accountant. So I developed a list of contacts of related businesses where I could refer my clients to in order to make sure all of their needs were met. That long list of referral sources has set Inner Circle apart from other firms in the area for nearly 30 years and earned Hostelley the title of King of Referrals among his colleagues. But his focus on the big picture is what contributed to the firm s growth and transformation from a traditional accounting and tax services firm into central source of resources for owner-managed businesses. We represent the single source of professional services for businesses. Now we have all of those services for businesses under one roof as well as some referral sources we consider part of our inner circle, Hostelley says. It works well because if we encounter a problem that we cannot fix ourselves, our extensive network can solve it together. 7

8 Wealth management Tax planning Strategic business plans Mergers/acquisitions Restructuring Entrepreneurial capital Succession planning Group/individual investments One Phone Call Inner Circle Advisors is the single source of professional services for businesses Retirement planning Insurance/benefits strategies Refinancing and much, much more! 8

9 Need to change? We want to earn your business Inner Circle Advisors is committed to delivering the ultimate customer service experience. We will give you all the information you need to make the decisions that will drive your business forward. We will listen to what you want and provide it on time and on budget. We will explain what we do and why we do it. AND we will answer your phone calls and s. Call us if you have thought... I m not sure my accountant understands my business. I m just not making enough money. I think I pay too much in taxes. My investment portfolio needs help. I want to sell my business and need to find a buyer. I want my financial advisor to understand the BIG picture. I need a business plan. 9

10 Business Advisors for You For nearly 30 years, Inner Circle Advisors has been a reliable source of broad business solutions for those who desire mastery over their finances. Inner Circle Advisors brings Financial Mastery to your accounting and taxes, implements strategic service solutions, and creates empowering relationships so that you can do what you do best your business! You pay less taxes We solve your problems We take away accounting drudgery We improve your Quality of Life Our Inner Circle of top professionals in a wide variety of fields will put you in touch with every expert you need to move your business forward. 10