

STRATEGIC ALLIANCES
Looking for a service provider you can trust? Look no further – we’ve vetted them for you.
Check them out below.

JL Pollack PLLC
Contact: James Pollack
Website: http://jlpollackcpa.com/
Offerings: Small business and individual Federal & State Income tax.
Best for: Small business owners and entrepreneurs who need tax planning and preparation.
Why they are awesome: James is a well-seasoned expert. After graduating from UNC Chapel Hill with a master’s degree in accounting, James started working in Uptown Charlotte for a large firm when he decided that he wanted to assist smaller businesses and individuals on a personal level. His approach to accounting is simple: create tailored services for every relationship he makes. By doing so, every client’s story and situation is appreciated and nothing falls through the cracks. James also has a competitive spirit; a key attribute in helping his clients save time and money. Around town he’s known affectionately as “The Tax Man” because his clients and friends alike feel close to him.
Contact Them HERE and be sure to let them know I sent you!

HRS&S Consulting
Contact: April Simpkins
Website: https://www.hrssusa.com/
Offerings: All things human resources for your small business. Everything from employee handbooks, to HR and labor issues guidance.
Best for: Small business owners and entrepreneurs who have W2 employees
Why they are awesome: April knows the HR space extremely well and is personable with her approach.
Contact Them HERE and be sure to let them know I sent you!

ProTech Systems
Contact: Phan Nueman
Website: https://protechllc.com/
Offerings: All things technology for your small business.
Best for: Small business owners and entrepreneurs who need access to technology related issues and set up.
Why they are awesome: Phan knows the IT space well and can do everything from setting up your workstation, to suggesting different apps and software to meet your business needs.
Contact Them HERE and be sure to let them know I sent you!

Direct Pay Payroll
Contact: Rita Torres or Cody Gregory
Website: https://directpaypayroll.com/
Offerings: All things payroll related for small businesses.
Best for: Small business owners and entrepreneurs forming new startups that need payroll services.
Why they are awesome: They are super responsive and know all things payroll.
Contact Them HERE and be sure to let them know I sent you!

Movement Insurance
Contact: Chad Carpenter
Website: https://movementinsurance.com/
Offerings: All things insurance related for your small business. Vehicle, property, business/commercial, and life.
Best for: Small business owners and entrepreneurs who have insurance needs
Why they are awesome: Movement Insurance is part of the larger family of Movement Mortgage, run by incredible leadership. Chad is very knowledgeable and responsive!
Contact Them HERE and be sure to let them know I sent you!

1 Stop Solutions
Contact: Jeff Peters
Website: https://1stopsolutions.biz/
Offerings: Health Insurance & Benefits, Life Insurance, Tax Planning Retirement Savings Vehicles
Best for: A one stop solution for many business cost reduction strategies and benefits.
Why they are awesome: Jeff has a larger than life personality and is knowledgeable with all of his product offerings.
Contact Them HERE and be sure to let them know I sent you!

Sabrina Winters Law
Contact: Sabrina Winters
Website: https://www.ncestateplanninginfo.com/
Offerings: Estate Planning for small business owners
Best for: Small business owners and entrepreneurs who need a will or trust set up to protect their assets
Why they are awesome: Sabrina knows the best solutions for estate planning and can help to protect your family and your business assets.
Contact Them HERE and be sure to let them know I sent you!

Weaver, Bennett, & Bland
Contact: Matthew Vilmer
Website: https://wbblawyers.com/
Offerings: Legal matters including business formation, business contracts, and civil litigation
Best for: Small business owners and entrepreneurs who have legal needs
Why they are awesome: Matt is an incredible attorney who has helped our firm with our own needs, as well as is respected in the Charlotte community and knows the legal space very well as it pertains to business owners.
Contact Them HERE and be sure to let them know I sent you!