Create an investment plan to pursue your goals
We've crafted this short exercise to add some color and contour to our understanding of your goals. Once we have a clear picture, we can begin sketching the design of your investment plan together. Share a bit about where you are and where you want to go, and we’ll help translate that into a plan that’s thoughtfully built and beautifully aligned.
Streamline payroll with a trusted partner
Buchanan Wealth Partners is proud to partner with ADP to run payroll for your business. It’s one more way we help ensure the structure behind your plan is just as strong as the strategy. To receive our CPA Firm Partner discounted payroll through ADP, click on the below link to directly contact Jackie Durnford.
Select and create your LLC to suit your needs
The right entity structure is a foundational stroke in your overall wealth picture. We partnered with Grenier Law Firm, a premier law firm organization where you can create and choose different LLC packages to suit your needs, goals, and long-term plans. It’s structure, designed with strategy in mind.
Tracking time for employees made easier
Our partnership with TSheets offers an intuitive, cloud-based time tracking solution that simplifies employee management and syncs directly with your payroll or billing systems. Employees can track time against customers, projects, jobs, and more — all from a phone, tablet, laptop, or desktop computer. It’s a smarter, more seamless way to keep your back office running as smoothly as the rest of your plan.