Often times, people who are new to the area, or who are new to being business owners, ask us for some information on who can assist with different personal, or professional needs, like insurance, bookkeeping services, tax preparation support, advertising, banking, and credit card processing. The list below is not a list of recommendations per se, but rather a list of people and businesses we’ve had positive experiences with. The intent is to provide you, our client, with a readily accessible listing of professionals who’ve provided us, or our other customers, with a positive experience and/or outcome. Please note that your situations are going to be different than ours, or those of our other clients, so your experiences, and results, may also differ.
Please note that this is not a comprehensive list. This list will be updated periodically to reflect any changes in relationships, or contact information. Again, this is not a list of recommendations, but a list of businesses we, or our clients, have had positive experiences with in the past.
Finally, some of these companies are related to one another through mutual ownership, or personal relationships. While we don’t feel this will negatively affect your experience with any of the listed connections, we do feel it is imperative we disclose any such relationship ahead of time so you’re aware of any potential conflict of interest.
Please note that this is not a comprehensive list. This list will be updated periodically to reflect any changes in relationships, or contact information. Again, this is not a list of recommendations, but a list of businesses we, or our clients, have had positive experiences with in the past.
Finally, some of these companies are related to one another through mutual ownership, or personal relationships. While we don’t feel this will negatively affect your experience with any of the listed connections, we do feel it is imperative we disclose any such relationship ahead of time so you’re aware of any potential conflict of interest.
BANKING
US Bank, N.A.
Aaron Glenn, Small Business Specialist, NMLS
Office Phone:(931) 249-1402
Office Email: Aaron.Glenn@USBank.com
F&M Bank
Julie Tarrents, Vice President / Lender
Office Phone: (931) 263-5720
Office Email: Julie.Tarrents@myFMBank.com
BOOKKEEPING & PAYROLL FOR YOUR BUSINESS
Encompass Financial Services, Inc.
www.EncompassFinancialServices.net
Jessica Heisinger, Office Manager
Office Phone: (931) 919-2543
Office Email: JHeisinger@EncompassFinancialServices.net
(Disclaimer – Encompass Financial Services, Inc. is a related company to Optional Financial Strategies, Inc. in that Joel A. Minner, EA is an owner of both companies. As such, the relationship between EFS, Inc. and Optional Financial Strategies, Inc. can be considered a Conflict of Interest when the services of one company are suggested for clients of the other company.)
INSURANCE
Tim Shank Insurance
https://www.shelterinsurance.com/CA/agent/TSHANK
Tim Shank, Insurance Agent
Office Phone: (931) 552-3465
Office Email: TShank@ShelterInsurance.com
(Disclaimer – Mr. Shank is related to Sara Shank, an employee of EFS. While we are not recommending Mr. Shank per se, we do feel that disclosing the relationship between his company and one of our staff members is imperative for full disclosure.)
CREDIT CARD / MERCHANT PROCESSING
Sharp Payment TN
MARKETING / ADVERTISING
MORTGAGE LENDING / FINANCING
Mortgage Advocacy
(Disclaimer – Mr. Shank is related to Sara Shank, an employee of EFS. While we are not recommending Mr. Shank per se, we do feel that disclosing the relationship between his company and one of our staff members is imperative for full disclosure.)
TAX PLANNING & PREPARATION FOR PERSONAL AND BUSINESSES
Encompass Financial Services, Inc
www.EncompassFinancialServices.net
Jon-Christopher Wiseman, EA,
Manager: Tax Services
Office Phone: (931) 919-2543
Office Email: JCWiseman@EncompassFinancialServices.net
(Disclaimer – Encompass Financial Services, Inc. is a related company to Optional Financial Strategies, Inc. in that Joel A. Minner, EA is an owner of both companies. As such, the relationship between EFS, Inc. and Optional Financial Strategies., Inc. can be considered a Conflict of Interest when the services of one company are suggested for clients of the other company.)
