AN Financial Group

At A & N Financial Group, we pride ourselves on being a collective of professionals who have over 26 years of combined knowledge and expertise in finance, accounting, and small business management. Our professionals have experience working in various fields, including banking, transportation, consumer packaged goods, healthcare, and dentistry. We share a common passion for helping small businesses compete with big corporations.

Our Mission

A & N Financial Group is committed to providing small businesses with the custom financial and management tools they need to be competitive in an ever-changing world. We are passionate about the success of small businesses! Our customized services for small business owners are delivered with personal attention and expertise. Our rates are affordable. We are experienced and reliable, and we care about your dreams and your goals for your small business.

Our Services

At A & N Financial Group, we offer a wide range of services to support the various aspects of running a small business. Our services include:

General Business Services

• Bookkeeping: We can assist with your bookkeeping needs, ensuring that your financial records are accurate and up-to-date.
• Employee Benefits/Simple IRA/QSEHRA: We can help you navigate your employee benefits and ensure compliance with regulations.
• Human Resource Management: We can assist with human resource management, including employee handbooks, onboarding procedures, and payroll management.

Business Formation

• Business Plan: We can help you create a customized business plan that outlines your business strategy and goals.
• Business Structure: We can assist with understanding the different types of business entities available in your state and help you choose the best structure for your business.

Business Consulting Services

• Business Consulting: We can collaborate with you to evaluate and test financial processes and controls, identify cost savings initiatives, and develop a strategic plan for your business.
• Financial Planning and Analysis (FP&A): We can provide analytical services and identify trends to provide recommendations for your business.

Financial Planning and Analysis (FP&A) Reporting

Our fully customized reporting packages allow you to review accurate and reliable financial information on a consistent basis. We offer a range of reports, including:

• Monthly Profit & Loss (P&L) Reports
• Monthly Balance Sheet Reports
• Cash Flow Forecasting
• Metrics Development

At A & N Financial Group, we understand the importance of providing small businesses with the tools they need to succeed. Our expertise in finance, accounting, and small business management enables us to offer a range of services that cater to the unique needs of small business owners. Whether you need help with financial planning, accounting, payroll management, or human resources, we are here to support you every step of the way.