Employer Benefits & Savings
Incentivize Employees, Empower A Healthier Workforce and Increase Businesses' Bottom Line
Business Expense Optimization
We partner with our advisor’s clients to provide customized solutions to achieve corporate expense reductions, transforming the way they do business.
Our 11 point expense analysis identifies overcharges and billing errors in key expense areas—those processes that are often not considered opportunities for savings.
Credit Card Merchant Processing
ShippingWaste & Recycling
Workers Compensation Premiums
Employer Payroll Tax
Property Tax
Tax Efficiencies
For a business to realize its full potential, it must achieve tax efficiency. This is a central focus of Optimal Business Stratefies and its associated partners, and our capacity in this field is unrivaled in the industries we serve.
The reality of an ever-changing business tax landscape is complex but it also offers opportunities.
We assist in reducing penalties, ensuring compliance, and maximizing available deductions using our proprietary software and expertise from our specialist partners.
We work closely with the client’s tax professionals so they can understand and implement our programs, strategies, and tools relative to their clients.
We have successfully consulted and saved millions of dollars for businesses in these industries:
Hotels
Funeral Homes
Manufacturing
Medical facilities
Restaurants
Medical
Professional Practices
Golf courses
Auto dealerships
Architects and Engineers
Software development
Online retailers
Retail
EVERTHING!
We are not a tax planning practice and we do not give tax advice.
Funding & Retirement Solutions
Our retirement system will give any business owner in America the opportunity to realize a tax deduction on their participating policies, offer tax deferred growth and tax free distribution in retirement.
The platform also has the ability to address:
Business Exit Strategies
Key Man
Buy / Sell
Qualified Plan Bailout
Optimal Business Strategies gives financial advisors, CPAs and Business Advisors access to an untapped
$32 TRILLION market
a profitable and risk-free program created for business professionals like you
Share this highly valuable portfolio of cost-saving services & dozens of permanent IRS tax programs with your network of B2B
Get paid monthly residuals for the lifetime of the account
No fees, no quotas
Overview
Share innovative B2B services and solutions creating extra cashflow, additional profitability, uncover and implement new optimizations and efficiencies.
Earn consistent monthly cashflow for countless years to come…you are paid for the lifetime of the contract. We have partners still getting paid over 10 years after making the introduction. These services are high value, high impact, and very sticky.
People in your network will thank you for sharing this portfolio of B2B cost recovery services alongside dozens of permanent IRS tax credits & incentives programs.
Long-term monthly commissions
No investment required/no startup fees/no startup costs
No employees to manage
No overhead
No risk
You make the introduction, we do the rest
How it Works
Let’s use Tax Efficiencies as an example. The first step is identifying a decision maker/signing executive. You then register that executive as a lead in our system. When the lead is approved, you then book a Discovery Call through our scheduling calendar.
Our Tax Efficiencies team performs the Discovery Call, handles presentations, demos, proposals, close the account, manages the account, and even expands the account (leading to larger paychecks for you).
This is truly turnkey where you aren’t required to be a full subject matter expert. Most of our partners are busy running their own businesses and don’t have time for a full-sales cycle position.
They love assisting business owners in their network and picking up extra residual paychecks.
And everyone knows that business by referral is the most profitable, enjoyable, and rewarding method.
We deliver cutting-edge cost-saving solutions and expense reductions to businesses across the USA
We get paid only a percentage of what we recover.
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