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How We Work

Our firm specializes in helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

<strong>Create an investment plan to pursue your goals</strong>

Create an investment plan to pursue your goals

We created a short exercise so we can build a plan to help you work toward your financial goals. Click on the below link to answer a few questions about yourself and your future objectives. Then, request a consultation so that together, we can build a plan to help you get there!

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<strong>Payroll Setup</strong>

Payroll Setup

Buchanan & Company is proud to partner with ADP to run payroll for our Clients.
To receive our CPA Firm Partner discounted payroll through ADP, click on the below link to directly contact: Jackie Durnford

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<strong>Create and Choose your LLC that suits your personal needs</strong>

Create and Choose your LLC that suits your personal needs

We partnered with Grenier Law Firm, a premier law firm organization where you can create and choose different LLC packages to suit your needs:

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<strong>Tracking Time for Employees made easier</strong>

Tracking Time for Employees made easier

We have partnered with TSheets, a cloud-based time tracking and scheduling solution.
Employees can track time against customers, projects, jobs, and more — all from a phone, tablet, laptop, or desktop computer. Once time is tracked, admins can export or sync time to their favorite accounting or payroll software for fast, easy, and accurate payroll, invoicing, and billing.
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (940) 455-2084