who we help
Our clients are small business owners looking to build wealth through their business and/or individuals seeking help managing their personal finances and/or estate.
what we do
At ORE3, we help you understand your financials and get you the answers and the guidance you've been searching for. Over the years we've discovered that no matter how complex your financial world is, it all comes back to 3 steps:
+ORGANIZE & STREAMLINE THE DATA
+REVIEW & ANALYZE THE DATA
+EXTRACT PROFITABILITY, CREATE TAX SAVINGS & BUILD WEALTH
+ORGANIZE & STREAMLINE THE DATA
+REVIEW & ANALYZE THE DATA
+EXTRACT PROFITABILITY, CREATE TAX SAVINGS & BUILD WEALTH
how we do it
+ ORGANIZEThe key to a successful financial plan is quality data. At ORE3, our first step is building a streamlined accounting system. Your accounting should be meaningful year round and not a frantic effort at tax time. Let us help you integrate a QuickBooks file with the best applications and solutions to your accounting system. Minor alterations make crucial differences in your ability to analyze your business more effectively while using your resources more efficiently. We are Certified QuickBooks Pro Advisors trained to set these files up for you or to teach you or your staff how to set them up yourself.
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+ REVIEWBecause our client's accounting systems are current and provide meaningful data, we see things sooner than other firms. The ORE3 Team reviews and analyzes your data for accuracy turning your accounting system into a business asset to utilize in your daily business decisions. We discuss topics such as: Where is my cash going? How much will I owe in taxes? Are we profitable? How do I reduce my taxes? We use our 25 years of experience to pull together financial records and take the time to explain them in a language you can understand and utilize in your decision making process. We are full service and want to be involved as your business and personal needs become more complex.
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+ EXTRACTORE3 helps business owners make educated decisions regarding tax planning and business decision making. We will help you extract profitability and build wealth by creating the best and most efficient business processes, managing cash flow and incorporating tax planning and saving strategies. We will work with your tax preparer or, if you prefer, we'll find one for you. We will work alongside them to insure you get the results you anticipated. Our services don't end when step three is complete...this is when the fun begins as we move on to even greater, more advanced tax saving and wealth building strategies.
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testimonials (i.e. we've done it before)
Jill, performed an in-depth review of my existing business management system and impressed me in how quickly she had a full understanding of my operations. Jill then presented back to me a seamless transition into a fully upgraded, streamlined, multi-user friendly system that greatly improved my ability to manage & review my business finances in easy to use yet much more comprehensive and robust ways. - Wayne, Graphic Designer
We would have never known what was out their in technology to help advance our business if it were not for getting connected with Jill & Shannon. - Bartley and Candace Stevenson, Owners of Milam Contracting
We feel fortunate to have found Jill and Shannon to be a part of our financial team for our business. They have responded promptly and creatively to all our inquiries about refining our accounting practices to better frame our current and future financial health. We look forward to a productive and lasting relationship with a team we can trust. - Dr. Arminta Phelps of Achieve Balance Chiropractic