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Our Companies
The Kanban Center for Planning
NNA Advisory Services for Accounting Firms
Private Insurance Management, Inc.
NNA and KCP have adopted the Kanban Method of efficient planning, management, and workflow. Kanban aims to help our planners visualize workflow process and maximize efficiency with continuous improvement. In the ever-changing estate, business, and tax planning industries, this approach helps ensure delivery of information and strategies that produce the best available results for our clients and their professional advisors.
Private Insurance Management, Inc.
NNA Advisory Services for Accounting Firms
Private Insurance Management, Inc.
As a National Network of Accountants (NNA) company, PIM has over a decade of experience assisting our clients in building captive insurance companies and more efficiently and profitably manage risk. We have experience in the formation of over 400 captives representing over 25 industries. Our focus has been to utilize best practices in the fields risk management, insurance law, captive accounting, property and casualty insurance integration..
NNA Advisory Services for Accounting Firms
NNA Advisory Services for Accounting Firms
NNA Advisory Services for Accounting Firms
The National Network of Accountants (NNA) provides a "step by step" system to build a planning infrastructure, which works in conjunction within your existing services.
This structure will enhance your core business by building stronger client relationships as the most "trusted advisor" as well as increase firm revenue.
“Innovative Thinking for Sophisticated Professionals”
We have been helping businesses and high net worth individuals manage risk and accounting firms enhance client relationships and increase profitability for over 30 years. Our team of financial professionals coordinates individual and business planning for successful business owners and develops customized programs that readily integrate with accountants’ other business, tax and consulting services. Our commitment has always been to educate and serve the accounting community and their clients.
