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Services and Expertise for Every Aspect of Your Company

Golden Financial Group functions as a substitute for key personnel at a fraction of the cost on a contract basis, eliminating the liabilities and burdens of hiring and terminating full-time employees. We provide specialized assistance across the full spectrum of corporate affairs from bookkeeping and tax matters to human resources and governance.

Tax Planning

Development and implementation of tax-saving strategies based on analysis of your unique financial situation.
 

  • Review prior returns to ensure they were filed accurately and advantageously
     

  • Provide independent analysis of accountant or preparer outcomes
     

  • Oversee tax return preparation

Insurance Oversight

Oversight and advice on business insurance.
 

  • General liability insurance 
     

  • D&O 
     

  • Health benefits 
     

  • Life and disability 

Human Resources

Financial analysis of human resources operations and advice on best practices.

  • Recruiting costs
     

  • Vulnerability to lawsuits
     

  • Settlement costs

Government Programs

Identify and assist in accessing government benefits and programs that offer financial benefits or advantages.

 

  • SBA loan applications 

Corporate Governance

Advice on achieving and maintaining the best standards of good governance, which is key to achieving optimal financial results.

 

  • Review of books and records, including partnerships documents and shareholder agreements 
     

  • Organizing finances 
     

  • Establishing checks and balances 
     

  • Accounting 

Banking Relationships

Introductions to the highest quality financial partners.

 

  • Loans 
     

  • Investment advice
     

  • Retirement planning 

Information Technology

Review and advise on optimal technology infrastructure.

 

  • Advise on whether to restructure or replace technology infrastructure
     

  • Identify the most efficient systems for your needs 
     

  • Evaluate trade and opportunity costs 
     

  • Prepare ROI analysis 

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