Business Services and Consulting
Through our in-house services and a network of key relationships with other financial professionals, we offer a wide array of services to assist your business’s day-to-day needs. We can help (or connect and work with the appropriate professionals) with cash management and lending solutions, taxes and bookkeeping, insurance and succession plans, and employee retirement plans.
We know business. We can help you evolve with fast changing times.
At Concinnus Financial, we know business. Our team has been involved with the startup, merger, and sale of multiple small businesses. And combining our investment management services with tax planning and preparation, we have a unique perspective on consulting springing from our experience — both personal and through our clients.
But more than tax and investing, we also know business trends that are shaping the future of the economy. We have the track record to prove it.
Three years ago
Call for retailers to convert into distribution centers.
The democratization of e-commerce.
The unsustainability of restaurant and drinking places over-expansion.
Two years ago
Disruptive new communication tools changing work, collaboration, and healthcare.
One year ago
Call for remote work and freelancing to increase.
Another decade of innovation and disruption that will continue to reshape the economy.
Paired with our day-to-day business management know-how, we can help you craft a vision for your company, to stay ahead of the competition, and to plan for disruption — rather than be surprised by it. Whether you’re just getting started opening a business, are looking for some advice managing one, or are looking to take things in a new direction, we can help.