Cain Advisory Group is San Diego’s only local firm offering legal, financial, bookkeeping and tax advice under one roof. Offering bundled services called Small Business Packages, entrepreneurs and individuals receive personalized, year-round services—including legal counsel.
“Our Small Business Packages include core components like payroll, bookkeeping, tax services, business, financial planning and legal advice,” said Brian A. Cain, founder and attorney. “When you invest in a package, you get a team of specialists including a business advisor, financial planning services and small business attorney. This team then manages your needs toward achieving small business solutions in a customized way.”
Cain Advisory Group saves clients thousands of dollars each year because one team manages all back-of-the-house services. As a result, small business owners can focus on new business development.
“Often, clients don’t know how specific elements of their business match up to industry standards, their peers and their income. We look at and resolve that issue by pulling together all the necessary tasks that don’t bring additional revenues to the owner,”
Cain said. So, we provide those core tasks they have to do and provide advice to allow them to grow their business. We’re able to allow business owners to use their front of the house skills to allow them to focus on the activities that make them the most money,” Cain said.
The firm provides a la carte and comprehensive services that create a mosaic to help individuals, business owners and entrepreneurs.
“We had a client who didn’t know how to get to the next level,” Cain said. We were able to sit with him, discuss his goals, identify them and put a business plan together with our Small Business Package team—business attorney, payroll advisor, business advisor—and put their individual skill sets to help them. Ultimately, we put the professionals within our firm on their team to help clients achieve the goals they’ve laid out,” he said.
Can Advisory Group is located at 4858 Mercury Street, Ste 100 in San Diego. You can call them at 858.455.0155 or visit their website at www.cainadvisorygroup.com.