• Lela Countryman

Where Have We Been? Where Are We Going?

We have taken a break from posting here regularly and we have decided that it is time to get to sharing again. We have always loved sharing our knowledge and we have missed writing these posts. We hope that our future posts will be beneficial to you and your business.

We have big plans for The Countryman Group and we are super excited to share what we have been up to and what we have planned for the future of the business. We would like to start by introducing some of our services we have always provided and some new services that we now provide.

Bookkeeping Services: As your proactive financial partner, we help you gain control over your books so you can quit stressing about taxes, have more time, and a better understanding of your finances.

Trust Account Management: Quit worrying about your trust account and let us manage it for you, giving you peace of mind knowing that your clients’ funds will be handled properly.

Accounts Receivable: We can send and follow-up on and monitor your invoicing so you can get paid quickly and have more time to focus on your pending cases.

Accounts Payable: Let us pay and manage your firms’ bill for you. All your bills will be paid on time, giving your more control over the money in the bank reducing your stress and freeing up your time.

Money Guide Course: This is a new service that we provide to help our clients manage and learn more about their personal finances. This service includes a course and is like to other money course we have even seen. Not only do you get access to this course but you will get a coach to walk you through completing the action items within the course. This new service is near and dear to us because we love being able to help families get control of their money to provide a legacy for their family.

Tax Services: This year we are now providing business and personal tax services. Let us take some of the stress out of tax time and help you plan for next year.

Payroll: We have partnered with ADP to provide payroll services for our clients. So not only do you get the benefits of working with ADP but you will also get the personalized service you need in your business with us managing your payroll.

Trust Account Reconciliation: Many of our clients have done their best to keep track of their trust accounts and in reconciling their trust accounts we have discovered that most owe themselves money from the trust. Managing your trust account is very important and we now provide services to reconcile your trust account to ensure you are in compliance and get your hard earned money back into your hands.

We are super excited for these changes and look forward to posting again each week.

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