Additional Resources and Insights
You May Find Useful by Section...

We've created a listing highlighting each core service offered plus one employer-related category along with brief descriptions.  Check back when you can, new content is added regularly. Although some tools may allow individual subscriptions, Abacus is not affiliated with any resource below and never participates in any revenue-sharing arrangement. Hyperlinks (in maroon) are used to redirect to additional non Abacus resources you may find helpful.

Integrated Financial Services....
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 experience, Abacus is also a branch of Stonex Securities Inc. (formerly Sterne Agee). Abacus offers access to investment-related services and educational resources to help individuals make informed financial decisions. Below are some additional 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/Accounting 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 also 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.....

Holistic Retirement Planning....
If you're ready to take a more active role in managing your finances, Abacus offers accounting, tax, and financial services that may help you better understand your current financial situation and available options. In today's busy world the traditional in-person approach, for the most part, has been replaced by more cost efficient digital options. However, the road to wellness always starts with you: there are no magic bullets. 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 digital "Self-Directed Financial Tools" may be helpful, and we offer such a comprehensive solution! Interested...? Call to inquire....

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.

If you're interested in improving your employees' financial health, then offering access to a digital, employee-led decision software and tool may be the next benefit worth considering. It can even be branded using your own company name. Call to inquire....

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.

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....