Marglo Associates, Ltd.

Management, Accounting and Benefit Solutions

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Business Services

Individual Services

We understand that each business is different and needs to be taken care of individually. In order for you to be successful you need a tailored made service plan, not the usual cookie cutter services that some may say would work for your size organization. We will provide you with a uniquely designed plan that will benefit you and your company. With our one-on-one consultations we are able to get a better idea of what services you need and want.

Payroll

  • One-on-one consultation of payroll matters
  • Hourly and/or salary based
  • Tax withholding and other legal requirements that need to be made
  • Preparation of checks or direct deposit services
  • Multiple methods of communication including phone, e-mail and fax

This is a cost effective service that will help eliminate the administrative stresses from your life.


Taxes

  • Consultations on tax matters
  • Preparation of payroll deposits
  • Direct online remittance of payroll taxes available
  • Preparation of quarterly payroll tax returns for federal, state, and city

Tax laws change every year, it is our job to know these things not yours.

 


Benefits & Health Insurance

  • Licensed New York State and New Jersey State insurance agents for life, health, and disability insurance
  • Will give you an unbiased comparison of hundreds of health insurance plans
  • Affordable dental and vision insurance plans
  • Consultation on benefit management programs

Each plan has its own advantages but that doesn’t mean its right for you. We will find the right one for you and your people.  


Retirement Planning

Whether it’s in just a couple of years or decades away, your retirement is something to plan for. With our experience and knowledge we can help ensure, what is said to be, the best years of your life.

 


Risk Management

  • Access to multiple programs
  • Review of insurances
  • Workmen’s compensation insurance
  • Disability insurance

Protecting yourself from law suits and financial insecurity is a reality that needs to be taken care of. We can help figure out the coverage that you need to be shielded.


Bill Paying & Bookkeeping

  • Complete bill paying services are available
  • Complete bookkeeping services are available
  • One-on-one training of your staff so you may become self-reliant in paying your bills and bookkeeping
  • Written reports so you will know how your business is doing

Like it or not, these things need to be done. Let us help so you can concentrate on the aspects of your business that you truly enjoy.


Budgeting

  • Complete planning and budgeting services available

In order to ensure the survival of your company you need a realistic budget. With our experience and knowledge we can provide you with a practical plan that you can work with.