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Technology is ever-evolving and has transformed many industries, including accounting and finance! Technology has made information more accurate and more accessible to stakeholders as well as made processes more efficient through automation.
One of our strengths at Financial Wing is being adaptable and embracing change through new technology. We stay up-to-date on new technology available that can benefit our clients and we help our clients implement new systems that fit with their needs. Business owners need to have the best technology for their business and we can help.
We have included our key partners below. Please reach out if you think any of these partners may be a good fit to help achieve your goals.
Our Referral Network
Reporting Automation
Reporting Automation
Reporting Automation
LiveFlow helps Accounting & CFO firms to automate tedious and manual month-end reporting work. Before LiveFlow, firms would waste hours manually downloading reports from QuickBooks and manually updating their spreadsheets. Now, firms are saving up to 7 days per month on manual month-end reporting work and can free up time to deliver more value adding services to their clients.
Tax Credits
Reporting Automation
Reporting Automation
Strike Tax Advisory is leading the way in a $22B+ specialty tax incentive market. With in-house R&D and ERTC experts, Strike is helping businesses small and large claim the specialty credits they deserve. Visit Strike Tax to learn more today.
Effortless Expenses
Effortless Expenses
Effortless Expenses
Ramp is the only finance automation platform built to help businesses save money. Ramp simplifies the finance tech stack by combining cards, expense management, bill payments, reimbursements, and accounting integrations into an all-in-one solution.
Payroll Services
Effortless Expenses
Effortless Expenses
ADP is the industry leader in HR and payroll technologies, with a suite of different products, integrations, and solutions to help the small business owner including employee handbook creation, applicant tracking system, worker’s compensation, retirement plans, business tax credits, time keeping solutions and more. Locally, we partner wit
ADP is the industry leader in HR and payroll technologies, with a suite of different products, integrations, and solutions to help the small business owner including employee handbook creation, applicant tracking system, worker’s compensation, retirement plans, business tax credits, time keeping solutions and more. Locally, we partner with NH representative Jillian Marquis. Please use the link provided to send her a message if interested in finding out more about how ADP can help!
Other Partners
United Insurance, a trusted insurance provider dedicated to delivering exceptional coverage for its clients. With a steadfast commitment to quality, United Insurance ensures peace of mind by offering comprehensive insurance programs tailored to individual needs. Countless clients have already benefited from their expertise and personalized approach, making United Insurance a preferred choice for all your insurance needs.
Our approach to financial planning is to examine your financial circumstances holistically. We consider all the puzzle pieces, looking for the big picture. Then we work with you to methodically place them together, developing a smart plan to help resolve any issues, pursue your stated goals, and build a legacy that will reflect exactly how you wish to enjoy your wealth.
HBK is a multidisciplinary financial services firm, offering the collective intelligence of professionals committed to delivering exceptional client service across a wide range of tax, accounting, audit, business advisory, valuation, financial planning, wealth management and support services from offices in Pennsylvania, Ohio, New Jersey, New York and Florida.