FINANCIAL SERVICES

• Assistance with banks and in obtaining loans

• Bank line capital for customer company needs

• Business property and casualty insurance processing and reporting

• Business tax returns preparation and filing

• Cash system development including cash management, check registers, and paydue report

• Disbursement controls and security

• Financial ratio preparation specific to wholesaling for performance benchmarking

• Inventory management assistance and report development

• Sales and use tax, business licenses, and report requirements

• Standardized forms development and management

• Transfer agent and safekeeping of stockholder and bondholder records