business review Archives - Our Jazz Tour of Local Businesses

Tree Services

Tree Services in Maryland – Helping You with Your Trees

February 1, 2021 By admin

Aside from flowers and grasses, trees can make your property more appealing and valuable as well. However, maintaining trees is a time-consuming affair that many homeowners cannot afford the time for, especially those always on the go. There are also those who do not have enough knowledge about maintaining trees. These are the reasons so many homeowners call in experts for their tree services.

If you think you belong to this category of people, Tree Services Annapolis has got your back as long as you are located in Maryland and its nearby regions. Let us see what professionals at Tree Services Annapolis can do for you.

Ensure Optimum Tree Health

Today people actually opt for the providers of tree services to help them ensure that their precious trees are in their best condition all year round. Like humans, trees also experience diseases of course that are usually caused by viruses, fungi, insects and unsteady weather conditions. The appearance and health of your trees could be affected adversely as a result. If you have the issue, get in touch with Tree Services Annapolis and their professionals will take immediate preventative measures after diagnosing your trees.

Maintain Your Trees Properly

This is the second most common reason homeowners ask for tree services. You can call every staff member of Tree Services Annapolis a tree professional who has received extensive training on identifying diseases, growth issues, and managing insects and tree fungi. They can maintain and care for the woody plant life that is part of your landscape aside from transporting and planting new trees on the location. With the necessary certification and accreditation, Tree Services Annapolis’s tree surgeons are dedicated to saving your trees employing every method possible.

Get Professional Guidance

There is a range of tree services required by both commercial and residential establishments on a regular basis, from dangerous tree removal to wind and storm damage removal to stump grinding to tree pruning to landscape services and so on. Tree Services Annapolis has long been associated with some of Maryland’s largest public and private sector corporations and organizations, establishing themselves as a resourceful tree service provider that understands the importance of trees in the ecosystem and respect them. You can hire this company to help you make the environment green and clean.

Control Pest

Only the most experienced tree service providers like Tree Services Annapolis are well familiar with the different kinds of treatments available for controlling pests as well as parasites. They also know when to trim or remove the severely infected trees to save other healthy plants. They can also guide you on the best practices on how to take care of your trees in order to avoid the possibility of pest attacks and diseases in near future. No matter how big or small the issue you are facing with your trees, you will always find Tree Services Annapolis’s experts beside you. Visit their official website at treeservicesannapolis.com and see which service you need right now.

Financial Services

Review Of Harbor Investment Advisory

September 5, 2020 By admin

Harbor Investment Advisory is a registered Investment Advisor established in 2010 and has operations in 27 states in The United States. Headquartered in Lutherville, Maryland in Baltimore County, this Agency provides different types of investment and financial planning services. With a team of 27 licensed advisors, the firm has 2,427 clients with a 1:90 advisor/client ration. They have managed $2.8 billion through their financial advisory services.

Focused Specializations of Practice Groups

The services of Harbor Investment Advisory include:

Private Wealth Advisory

The Harbor Private Wealth Advisory is targeted to families and individuals seeking investment-related and financial planning services. This division is for affluent families, High net individuals, business owners and executives.

Institutional Advisory

The Harbor Institutional advisory provides customized portfolio design for affluent families and organizations. These are objectively curated for ultra-high net worth families, private foundations, non-profit organizations, family offices and complex trusts and LLCs.

Retirement Plan Consulting

The Harbor Retirement Plan consulting gives retirement plan advisory services for plan sponsors to meet their current fiduciary goals while adhering to a competitive retirement plan for employees. This consists of Corporate Retirement Plans, 401(k) & 403(b) DC Plans, NQDC Plans, Profit Sharing Plans and Participant Education.

Practice Groups of Expertise

Harbor Investment Agency has practice groups each of which has its focus area specialization that delivers objective advice for the financial planning of clients. These are:

Artisan Wealth Advisory Group: Fox, Winslow, Hill

They offer wealth management solutions for wealthy investors and affluent families. With an artisan approach, they help individuals reduce their tax liabilities through asset retitling, draw NQDC plans for tax management, review insurance policies to protect the paid premiums and identify ways to maximize Social Security techniques. Apart from managing investments, they also map a path to convert the investments to income via statistical tools and research & planning.

Black Sullivan Group

This group serves the private foundations and corporate executives in portfolio design and execution. Some of the other premier investment solutions they provide are in due diligence of investment and manager, single bonds fixed income management, reporting, stock management and restricted securities.

Champe S. Andrews, III

This is for small business owners, retirees, individuals and families. Their areas of focus include risk mitigation, investment portfolio design and retirement plan services.

Curran Knittle Group

Their practice focus is for special needs financial planning, strategies for wealth planning, risk management for asset allocation and portfolio design for individual securities targeted at high net worth families.

Debbie Cameron

A financial advisor with 25 years experience who has worked on large retirement plans, endowments, high net worth families and corporate executives.

Greg Paranzino

A financial adviser who has experience in extensive investment plans. His expertise across domains of financial planning, investments and economics, allows him to identify the right investment managers and techniques while serving institutional customers.

Horizon Group: Geoff Burroughs

This practice group is for multi-generational families, individual families approaching retirement, divorcees and retirees. Their goal focussed investing technique, integrating financial planning and divorce services comprise their core service areas.

Kelly Novak Group

This practice group is for corporate executives and financial service executives. The Kelly Novak group provides services in investment policy formulation, portfolio design and management, generational wealth transfer, hedging and risk management strategies and outsourced insurance consultation.

Poe Group

This is a group of independent investment managers who focus on legacy creation as well as retirement planning.

Robert Laubach

Focuses on affluent families and investors with wealth management services

Ward Halleron Group

This group of consultants specializes in ERISA plans, 401 (k) and 403 (b) Plan Evaluations as well as Benchmarking, Fiduciary Services for 3(21) and 3(38) and support for 3(16). These plans are part of their offerings for business and corporation, HNI families, Non-profit companies and corporate executives.

Asset Safety

The Harbor Investment Advisory has an agreement with The Bank of New York Mellon subsidiary, Pershing LLC. Being associated with one of the leading service providers of securities operating since 1784 guarantees credibility to the institution. It is not tracked by the SEC and FINRA because they don’t monitor the performance of portfolios. So there is no historical data to fall back on. The firm is a Broker-Dealer and has also mentioned in their disclosures of trading recommended securities.

Final Verdict

For High-net families and businesses looking for wealth management services, the Harbor Investment Advisory can be a good option. Their scale of operations across 27 states is a testament to their services catering to different audiences. Being affiliated with a respected financial organization also certifies their commitment to quality services and safekeeping of customer assets. The one thing to ask for clarification on is how they handle being a dual-registered as broker-dealer. In theory this can lead to compensation related conflicts of interest and hidden fees. On the other hand they have absolutely no disciplinary actions in any category with the SEC. On the whole, they seem to be a great company and worth being on your list of top prospects as a financial advisor.

Financial Services

Review of Supporting Strategies

August 21, 2020 By admin

Supporting Strategies is a US-based company that provides outsourced bookkeeping services, controllership services as well as operational support for you. A bookkeeper has to record transactions, process payments, and conduct daily banking activities. They also produce financial reports, and reconcile reports to third-party records like bank statements, etc. and Supporting Strategies has been doing all these services with excellence for over 15 years now. They will help you to focus on your growing business while they will take care of your financial factors. Their efficient employees and secured up to date database will result in the best results for you. Here is a quick review of the company that can help you to choose your bookkeeping partner. However, because of the way they work, they are more than just your standard bookkeeping service.

The History of Supporting Strategies

Supporting Strategies was founded by Leslie Jorgensen in 2004. Her vision was to become the resource for outsourced bookkeeping and support services. Over the years Supporting Strategies has succeeded in employing skilled professionals and providing high-tech services to their customers. The main office is in Boston and flourishing day by day.

In 2008 they launched their proprietary workflow management system; Workplace™. In 2010 they first held their business fundamentals boot camp. In 2013 they began to sell franchises. And from 2016 to 2020 they secured their name in the top 50 Franchise Based Franchisee Satisfaction by Franchise Business Review for 5 years in a row.

Apart from this, the company gets other honors like top innovative Franchise 2018, 2019, best franchise for women 2017, 2018, 2019, 2020, top franchise for veteran list 2018, 2019, etc.

The Services That Supporting Strategies Offers

They will give you services like

Small business bookkeeping
Controllership services
Online bookkeeping suggestions
Outsourced bookkeeping services
The continuous business even during COVID-19

In fact, because Supporting Strategies was set up to handle things remotely even before the pandemic, it hasn’t affected their ability to work with their clients.

The Awards and Recognition Supporting Strategies Has Received

The reputation and excellence of a company in their field can be best determined by evaluating their awards and recognitions. Some of the awards are already mentioned above. Other important awards that Supporting Strategies receives in the last 5 years are-

Franchise Business Review, Top Low-Cost Franchises, 2018, 2019.
Franchise Business Review, Top Service Franchise, 2019.

What Makes Them Different

You can choose Supporting Strategies if you give value to experience and knowledge. The company claims that its employees are well educated with a minimum bachelor’s degree in accounting and five years of experience. They are also running this business and growing constantly in the last 10 years. They are specialized to handle even small start-up businesses.

Supporting Strategies uses highly secure and top-quality cloud accounting software such as Workplace™ and all the latest third-party solutions.

They provide unique and customized services for each unique business. The chances of errors are less here as they focus on team-based workflow. Their system has checks and balances and your documents will be recorded as needed and handled with the needed security.

The Bottom Line

So, if you are looking for a helping hand to manage your company’s financial matters then Supporting Strategies can be that one. They will save you time and give you quality tips on handling your finances as well. On top of that, they give you regular reports with pertinent data to allow you to better run your business. You can visit their website at www.supportingstrategies.com and read their extremely helpful blogs on various related topics. So choose the one that can increase the value of your business.

Financial Services

Review of Gross Mendelsohn

August 13, 2020 By admin

Gross Mendelsohn is a CPA company that is helping businesses, NGOs, and families by providing them with the required accounting, business, tax, and wealth advisory technology. They have been in this business since 1960. Not only surviving, but thriving and growing for over a half-century is itself an evidence of their expertise in all those matters. The services for everyone are provided on a case to case basis rather than providing a solution that fits everyone. They are the recipient of BBB Greater Maryland’s Torch Award for Marketplace Excellence in the year 2005 for exhibiting the organizational ethics and dedication for serving the customers.

Creative Solution

The problems and requirements of each client are different. So are the solutions. Gross Mendelsohn provides the solution after looking at the case closely rather than “one size fits all” or “cookie cutter” kinds of solutions.

Excellent Client Services

Since 1960 it has been serving thousands of happy customers, and almost every client is pleased with the solutions they are offering to the problems.

Accounting Services

Getting the accounting services from the CPA firm is self-explanatory about the expertise you will get. They offer Medicare and Medicaid cost analysis and provide you with the complete report. They assist the businesses in most critical Federal Acquisition Regulation (FAR) audits by helping you to stay FAR compliant. You can also get inventory management and control services.

Assurance Services

For many firms, the word audit itself creates an unknown fear. But if you do not want to get in that situation, you can partner with Gross Mendelsohn and be free from tensions. They conduct financial audits, financial statement reviews, and audits as per the government standards.

Management Advisory Services

With the help of an accredited firm, you can take your business to the next level. Expert and experienced professionals analyze and provide tailor-made solutions for your business. If yours is a family business, they can help you to prepare for retirement and plan the succession precisely to minimize tax consequences. Along with this, you can get services like business valuation, strategic planning. The most important and notable service of fraud investigation will be conducted by them to identify and prevent the frauds from happening in your business.

Technical Services

The significant problem for small and medium-sized businesses is adapting and upgrading to ever-changing technology. But getting the services from this firm will resolve this problem to a great extent. They offer specialized expert technologies, including the latest ERP solutions and network solutions, to make your business more efficient than ever. It will help you and your employees to invest their time in other productive work and help to reduce the workforce. Most importantly, it will make your business work faster and smarter rather than working harder. And because these technical services are an arm of a CPA company, they don’t focus on just the technical aspects but what makes sense for your business.

Other Key Services

Business valuation
Services related to cybersecurity and protection of data
Expert advice for maintaining and growing the wealth
Tax planning and making your business compliant as per all laws and regulations
Advisory services in construction and real estate, manufacturing and distribution, outsourced accounting, etc.

Conclusion

There is no doubt that Gross Mendelsohn is one of the best CPA and other services providers in the greater Baltimore area. By hiring their service, you can undoubtedly get the top-class solutions and service for almost all kinds of business-related problems.

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