Profit Planners Management, Inc. (PPMT)

Overview

Founded in 2009 and headquartered in New York, New York, Profit Planners Management, Inc. specializes in offering an extensive range of management, tax, financial, and accounting advisory services. Catering primarily to small and midsized companies through consulting agreements, the firm operates predominantly within New York and Florida. Its mission is to provide comprehensive support to businesses that lack in-house departments for accounting, payroll, tax, and billing services, alongside offering a suite of insurance products and strategic financial consulting aimed at facilitating capital raising for its clients in the debt and equity markets.

Products and Services

• Management and Staffing Services

Includes management, staffing, payroll, human resources, and billing services tailored to streamline operations for companies. This offering is designed to support businesses in maintaining efficiency and compliance in their operational processes.

• Monthly Accounting and Tax Services

Designed for businesses without dedicated departments, offering monthly maintenance in accounting, payroll, tax, and billing to ensure continuity and accuracy in financial reporting and compliance.

• Insurance and Insurance-Related Products

Offers a variety of insurance products, including life insurance and annuities. The service caters to both individuals and companies, aligning their insurance needs with their financial goals.

• Advisory Services for High Earning Individuals

Provides budgeting, asset allocation, and control advisory services specifically tailored for professional athletes, entertainers, and other high-net-worth individuals aiming to optimize their financial health.

• Strategic and Financial Consulting

Aimed at assisting companies in raising capital through debt and equity markets. This includes strategic planning and financial consulting to guide businesses through the complexities of capital acquisition.