Brightline Strategies

Brightline Strategies

Business Consulting and Services

Charles Town, West Virginia 120 followers

"The Six Interlox Method"

About us

Our services are designed to educate CPAs on how to bring appropriate advanced strategies to your clients and deepen the relationship as their trusted business advisors. We employ 18 proven tax reduction strategies that have been substantiated by the American Institute of Certified Public Accountants (AICPA). As your coach, we will help you: • Identify an opportunity to further provide services to clientele • Deliver on those services independently, or with our "behind the scenes" help • Increase the perceived value of your expertise, and command a higher price • Expand the breadth of your services past tax preparation and into the realm of strategic advisory • Keep the work inhouse and remove the risks associated with the classic referral model Through our ongoing guidance and quarterly update calls, backed by intricate CRM and workflow software, you will gain knowledge of how to assist your business owner clients with: • Business valuations • ESOP • Tax law changes • Cost segregation • Technology integration • Marketing to business owners • Business valuation • Leveraging tax credits • Retirement planning • Succession planning • Key employee retention • Estate planning • Qualified and non-qualified retirement plans • Insurance and long term care • Multiple entity planning

Website
http://www.thebrightlinestrategies.com
Industry
Business Consulting and Services
Company size
2-10 employees
Headquarters
Charles Town, West Virginia
Type
Privately Held
Founded
2012
Specialties
Accounting, Consulting, Executive Coaching, and CEO+Team Coaching

Locations

  • Primary

    235 Lewis Washington Dr

    Charles Town, West Virginia 25414, US

    Get directions

Employees at Brightline Strategies

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