Additional Resources and Insights
You May Find Useful...
We've linked each resource under one of our core services plus one employer-related category. Section titles (displayed using a maroon highlight) are linked to the Abacus service page along with a brief overview. Check back when you can, new content is added regularly. Although some tools may allow individual subscriptions, Abacus never participates in any revenue-sharing arrangement.
Personal Finance
In the financial services world, personal finance often includes licensed professionals assisting clients with their money decisions. In addition to our CPA led accounting and tax expertise, Abacus is also a branch of Stonex Securities Inc. (formerly Sterne Agee), offering a non-proprietary full-service brokerage to our accounting and tax clients. Not a client...? See below for resources suitable for the non-professional investor which may be helpful.....
Fundamental Stock Analysis for Newer Investors
For the more experienced investor, you may prefer using preset algorithms for your trading ideas. Services like "I Know First" can be quite expensive for the non-professional. The service below created a series of watchlists, called portfolios, then further applied specific algorithms to each scoring the stocks listed. Very helpful and reasonably priced....
Technical Stock Analysis for Experienced Investors
Tax Services
Abacus offers three separate tax services... tax preparation, for the federal, state, and local return. Tax advisory, which analyzes past tax issues to determine solutions and make recommendations. And tax planning, turning recommendations into targeted steps for reducing tax liabilities giving you the opportunity to improve personal or business positions going forward. Individuals use tax planning to reduce liabilities and create dollars which may be applied elsewhere, while businesses use tax planning to support growth and development goals.
Are you a Tax Client? Access Your Portal Here....
CPA Led Bookkeeping Services
Bookkeeping and Accounting are part of the same profession and often confused as the same thing, however, they are different activities. Bookkeeping provides transactional and administrative record keeping while accounting is the practice of reading insights from the data entered during the bookkeeping process. There can be no data-driven business decisions unless there is an accurate record of all the daily transactions and financial information for decision makers. In addition to our CPA led bookkeeping services Abacus offers CFO Advisory Services to develop and grow a business going forward. However, if your more inclined to do it yourself, you may find the link below useful.....
Accounting and Bookkeeping for Self-Directed Individuals
Individuals who are active stock and crypto traders have additional recordkeeping requirements. Stock traders receive quarterly and yearly reconciliations from their brokerage firms showing all transactional activity as well as other supporting documentation. On the crypto side, many accountants and tax professionals offer aggregation of multiple exchange and/or wallet-related activity onto one platform. This gives all parties shared access, simplifying the recordkeeping process even more and, in real time, very helpful. If you fall under either one of those categories and would like assistance, request a callback using the "General Inquiries" tab above.....
Mentorship Services
As a society, our most important asset is our ability to make money and our biggest liability is our obsession with spending it all. Mentors counsel, while financial service professionals use their technical training to offer solutions as they match client preferences to a product or strategy. These are two separate functions, but when working together they can create a road to financial wellness....
If you've decided it's time to stop living paycheck to paycheck and are ready to take control of your money, then you may want to consider a mentorship arrangement. In today's busy world the traditional in-person counseling approach, for the most part, has been replaced. However, the road to wellness always starts with you: there are no magic bullets. Even if you're earning an above-average income, poor money habits can always be an issue. The old adage of earning enough not to be stressed over finances may be true, but there is always room for improvement.
As a financial services agency, we have encountered one main shortfall within our public education system: we are never taught how to manage our money. If you are inclined to agree and wish to improve your understanding, "Mentorship" may be helpful. Interested...? Submit your request using the "General Inquiries" tab above. It's our way of giving back....
For the Business Owner
Businesses offer benefits to employees as a strategic tool to attract and retain top talent, improve employee morale and productivity, create a positive work environment, and ultimately enhance the company's overall performance by demonstrating a commitment to employee well-being and fostering loyalty. However, research suggests it may be time for employers to step-up and show more interest in the financial wellness of their employees.
If you're interested in improving your employees' financial well being, then offering access to digital, employee-led financial planning decision software may be the next benefit worth considering. It can even be branded using your company name. Request a demo through our "General Inquiries" tab above....
Final Thoughts
Financial services is a massive sector which can impact anyone in various ways. It refers to everything that touches money but is broken down into two subgroups: services and goods.
A good is a product, such as a mortgage or insurance policy. It’s like any other product you purchase or possess (like groceries or clothes), only it’s related to your finances. Services are what help you secure the product and/or support the purchase. So, everything that goes into securing that mortgage for example, (like the inspection and appraisal) also falls under the broad definition of financial services.
Abacus is committed to both, but it's difficult for any organization, be it local, national or even international, to address every possible scenario via their website. So, we will finish by saying if you have questions, need support or guidance in any of the four core services we offer, we're as close as your nearest phone. Hard to be more convenient than that....