Business Solutions Group
Our Business Solutions Group partners with small businesses to provide an entire team of financial experts—at the cost of hiring just one—while staying within your budget.
The Small-Business Challenge
Running a business means wearing multiple hats — and for most owners, financial management becomes the most time-consuming and error-prone part of the job. Here’s where small businesses lose the most ground
MANUAL PAYROLL ERRORS COST TIME
AND MONEY
Late paychecks, inaccurate withholdings, or missed tax filings can trigger penalties, damage employee trust, and drain valuable hours that could have been spent running the business. Each correction compounds administrative fatigue and increases exposure to costly state and federal fines.
BOOKKEEPING INCONSISTENCIES
CREATE TAX SEASON CHAOS
When records aren’t updated in real time, expenses get misclassified, receipts go missing, and financial statements lose credibility. By year-end, what should be a quick tax submission turns into a frantic scramble to reconcile months of mismatched numbers. This not only delays filings and invites IRS scrutiny but also prevents owners from understanding the true health of their business.
CASH-FLOW UNCERTAINTY LIMITS
GROWTH
Even profitable companies can run out of cash if inflows and outflows aren’t managed carefully. Without accurate forecasting, owners often make decisions blind—hiring too soon, delaying vendor payments, or missing reinvestment opportunities. Cash-flow surprises don’t just stall expansion; they erode stability, confidence, and creditworthiness.
Business Solutions Group
Our Business Solutions Group is a division within Mikhael Paul Wealth Management created to help entrepreneurs and small- to mid-sized businesses simplify their day-to-day financial operations while benefiting from the same fiduciary discipline that defines the our investment advisory brand.
OUR SOLUTIONS
You have goals, and we have the expertise to meet them with customized solutions designed around your needs. Our team works within your budget to deliver real results—practical, effective, and built to help your business grow.
PAYROLL FACILITATION
Streamline paydays with accuracy and confidence. MKPWM Business Solutions automates employee payments, tax withholdings, and reporting through secure custodial execution with Interactive Brokers—ensuring every transaction is timely, compliant, and stress-free.
BOOKKEEPING
Turn chaos into clarity. We manage monthly reconciliations, expense categorization, and software integrations to keep your books clean, audit-ready, and accessible in real time. You’ll always know exactly where your money is going.
CASH-FLOW MANAGEMENT
Control the lifeline of your business. Our team monitors inflows and outflows, builds tailored budgets, and provides forward-looking forecasts—helping you prevent shortfalls, plan strategically, and sustain growth.
1. There are specific minimum asset thresholds and eligibility criteria required to engage with a dedicated Financial Advisor.
2. Investing carries risks, including the possibility of losing the principal amount invested.
This advertisement is intended solely for informational purposes and does not serve as an offer or recommendation to purchase or sell any specific security or to implement any particular investment strategy. The information provided here has not taken into account the unique circumstances of any individual client and should not be interpreted as investment advice. Additionally, it should not be viewed as tax, accounting, legal, or regulatory guidance. Therefore, investors are encouraged to seek independent legal and financial counsel, including advice regarding tax implications, prior to making any investment decisions.
© 2025 Mikhael Paul Wealth Management. All rights reserved.
CRD# 335481 03/2025
Disclosures
© 2025 Mikhael Paul Wealth Management All rights reserved.