Services
"Success is getting what you want, happiness is wanting what you get." - Warren Buffet
Expert solutions for your critical business services
We understand the importance of having reliable solutions for your critical business services. Our commitment to creating comprehensive, efficient, and powerful strategies enables us to provide clients with the necessary support to achieve their long-term success.
By taking care of crucial financial services, we allow business owners to focus more on growing their enterprise. With our expertise and tailored approach, clients can trust us to provide next level services, freeing up their valuable time and resources to drive their business forward.
Taxes
Our team of experienced professionals is dedicated to providing tailored solutions that are designed to maximize your tax savings while ensuring compliance with all relevant tax laws and regulations. With our expertise, you can trust that your tax matters are being handled with precision and accuracy, while ensuring that you remain compliant with all tax requirements.
Retirement Plan Administration
As a Third Party Administrator, We offer a range of retirement plans, customized to fit individual strategies and objectives, specifically catering to businesses with 1-250 participants. Our comprehensive administration services include contributions and earnings allocation, trustee reporting, participant statements, trust accounting, and compliance testing. As the retirement landscape rapidly evolves, more businesses, brokers, attorneys, and accountants are entrusting their plan administration responsibilities to us. By outsourcing this complex task to our expert team, clients benefit from accurate, timely, and efficient services, relieving them of the burden of complying with ever- demanding regulatory requirements.
Bookkeeping and Additional Services
Our comprehensive payroll solutions are designed to streamline your payroll process, while ensuring compliance with all relevant laws and regulations. We also provide expert guidance on business formation and process, helping you to choose the right business structure to meet your needs.
Risk Management Solutions
When was the last time you reviewed your life insurance policy and estate plans? Have you updated your business liability coverage? Are your commercial property values up-to-date? Are you and your employees receiving the maximum benefits from your health insurance plan?
These are all important questions that business owners often worry about or avoid altogether. However, they are essential for protecting and ensuring the success of your business.
In February of 2023 we launched M+A Risk Management, LLC to address these questions. M+A is an internally operated risk management agency, specifically designed to offer businesses and business owners comprehensive insurance programs.
You can expect the same level of attention to detail and high-quality service that you know and trust from Aaron Keys & Associates with your life, Property & Casualty and Employee Benefit Programs. We also strive to maintain a seamless working relationship between our teams, ensuring that all of our services work in harmony with one another to meet your needs.
Employee Benefits
Offering custom designed employee benefit packages for groups from 2-50+ including Medical, Dental, Vision, Worksite, PEO, Pharmacy and EAP Programs. We've created a system that allows our small to mid-size customers access to the same level of dedicated service normally reserved for our larger business clients because we believe all employees should have access to adequate and cost-effective healthcare.
Property and Casualty
Insurance
In today's rapidly evolving market, business insurance programs have become one of the largest and most challenging expenses for business owners to navigate. We offer insurance programs tailored to companies ranging from start-ups to those with annual revenues of $10M or more. Our team regularly monitors and maintains these programs to ensure they remain cost-efficient and appropriately structured as your business grows
Life Insurance Planning
The life insurance industry can be overwhelming with numerous options and sales propaganda. That's why we take a more personalized approach to life insurance planning. Our team of knowledgeable experts understands the importance of protecting your family, planning for retirement, and ensuring business succession. We take the time to understand your unique situation and craft a customized program tailored to your specific needs.
We are pleased to offer complimentary program reviews for all insurance programs, providing you with genuine feedback and the opportunity to determine if our services are a good fit for one another.
Schedule a Consultation
It's an honor to be considered as your trusted business advisor for whatever those needs may be.
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