We have operated a multi-million dollar specialty pharmacy in Northern California for the past 16 years and have used the complete and professional services of Bancor Financial since 2002. With over 20 years of financial expertise, Bancor has truly brought our company into the 21st century.
Bancor has set up a new state-of-the-art server and network that can be accessed while traveling for business or pleasure. We have changed from manual accounting to the efficient QuickBooks Accounting System. They have restructured our company from a Partnership to a Corporation which improved tax and liability issues. Their payroll service is the best we have used in the history of our company and is simple and user friendly. Bancor has drastically reduced our end-of-the-year tax liabilities by setting us up in a “Specialize Benefit Program”. This program allowed the owners to achieve larger retirement amounts than we were getting through our standard 401K plan.
Bancor provides us with an array of business and personal services including: financial and tax planning, tax returns, developing employee policies and procedures, guidance on Human Resource issues, resources and referrals for other business issues such as attorneys or IRS issues, home loans, retirement accounts and QuickBooks consulting.
Even through these tough economic times, Bancor has helped guide our company to prosper and grow at approximately 20% per year. The work that Bancor does for our company allows us the time and money to focus on the growth and profitability we need in order to achieve our goals.
Our company would not be as financially sound today if it were not for the hard work and dedication we have received from Bancor since the day we acquired their services.
I personally recommend Bancor Financial if you want to take your company to the next level, by increasing efficiency, productivity, and most of all, profitability. Bancor can provide the professional financial expertise you need.
Gold Coast Medical Services
Bancor Financial Services has provided phenomenal assistance in all aspects of accounting in my personal and business finances for 3 consecutive years now. Doug Huff has provided nothing but excellent and wise counsel on various and diverse business matters. He has quickly distinguished himself by his wealth of financial knowledge and his immediate responses to my questions and needs.
He is always going above and beyond, giving me strategic, sound, business succession planning and advice which has helped me save money on my taxes and secure favorable financing. He has always provided me with timely, comprehensive responses, which has proved invaluable in my problem solving decisions. There is no doubt that his advice has saved me a significant amount of money.
Science Application International Corporation
As a small business owner I appreciate the individual service provided by Bancor Financial Services. We use Bancor Financial Services for corporate, partnership and personal tax filings in addition to general accounting service. We provide Bancor with our receipts and bills and they do the rest, they provide balance sheets and recommendations to improve our tax liability for the following year. We call Bancor to make sure we take full advantage of the tax laws before we execute our business plan. The tax savings more than offset Bancor's competitive service fees. I highly recommend Bancor Financial for all general accounting and tax filing needs.
Doug is an informative and thought provoking financial coach. His ability to understand individual financial scenarios and apply the best solutions is commendable. Doug caused me to look at areas in my personal finances that I did not address previously which has saved me lots of money.
HEI has been very pleased with the results of its financial plan developed for Big Money Basketball through Bancor Financial Services. Because my product is considered a niche market item, we now have a strategic plan to move us forward in the current economy that we would not otherwise have. Additionally, Bancor delivers regular updates and resolves concerns promptly.
We have known Doug for over 6 years, on both a professional and a personal level. Doug has helped us with all of our accounting needs. He continues to provide great financial advice and service to our business. He is also our personal finance advisor, as well as a great friend and confidant. It is an honor to be his client and his friend.
Bill and Dana Faulkner
Advanced Freight Systems, Inc.