Lotus Advisory Group
The Lotus Advisory Group offers products that provides protection for your family against death, injury or illness.
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The Company offers a variety of Life, Disability and Long Term Care Insurance policies.
If your Company offers healthcare to its employees, you need an insurance broker who is an advisor, partner, negotiator and a specialist in the healthcare industry. The Lotus Advisory can act as your Company’s broker.
Visit: www.lotusadvisorygroup.com
Lotus Financial Group
The Lotus Financial Group LLC’s mission statement is to help our clients work toward financial independence through planning.
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We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship, and we aim to accomplish this through education, training, integrity, and outstanding client service.
We understand the challenges families face today.
From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all resources to help you pursue your goals.
We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. Our energy, commitment, and efforts are focused on you, the client, and your satisfaction.
Visit: www.lotusfinancialgroup.com
SIGNAPAY Direct
Our affiliate Signapay Direct is a full-service Merchant Services Firm providing the following capabilities:
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- Dual pricing/cash-discount programs to lower effective processing costs
- POS/terminals (Clover, Figure, Dejavoo, Valor) + mobile and contactless
- Ecommerce gateways, invoicing, recurring billing, and virtual terminal
- Next-day/fast funding, chargeback help, and PCI compliance support
- Dedicated merchant onboarding and ongoing support
Contact: Maryangelyn@wdcpa.com
Paychex
Paychex’s core mission is to empower businesses to succeed by simplifying complex HR, payroll, and benefits management
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with innovative technology and advisory services, making it easy for companies of all sizes to focus on growth, not administration. This purpose, established over 50 years ago, centers on making payroll easy, handling benefits, guiding HR challenges, and keeping clients compliant with laws, all through customer-preferred methods.
Contact: Maryangelyn@wdcpa.com
ADP
At ADP, what we do is about people. Although we have a strong history of providing solutions for human resource challenges, we strive to do more than that.
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We challenge ourselves to anticipate, think forward and take action in a way that empowers us to shape the changing world of work.
For over 75 years, we’ve led the way in defining the future of business solutions. ADP is proud to be named the 2025 Fortune® World’s Most Admired Companies™ list again for 19 consecutive years*.
Contact: Maryangelyn@wdcpa.com
Greentree HR
GreentreeHR acts as an independent PEO advisor and broker, helping businesses evaluate and select the most cost-effective
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Professional Employer Organization by comparing 30+ accredited PEO providers and presenting customized analyses of payroll, benefits, workers’ compensation, HR support, and compliance costs. Their service is free to the employer, and they guide the entire process from initial review to ongoing support. The PEOs they recommend typically handle all core employer functions, including payroll processing and tax filing, benefits administration, workers’ compensation coverage, HR compliance guidance, onboarding, and access to a unified HRIS platform—allowing businesses to reduce administrative burden, improve compliance, and often achieve meaningful cost savings.
Additional Services
As an investment advisory discipline incorporates financial planning, investment portfolio management and a number of aggregated financial and insurance services for High Net Worth Individuals, small-business owners and families.
Visit: lotusfinancialgroup.com
If your Company offers healthcare to its employees, you need an insurance broker who is an advisor, partner, negotiator and a specialist in the healthcare industry. Our affiliated Company the Lotus Advisory can act as your Company’s broker.
Visit: www.lotusadvisorygroup.com
Provides protection for your family against death, injury or illness. Our affiliated companies the Lotus Financial Group LLC and the Lotus Advisory Group both offer a variety of Life, Disability and Long Term Care Insurance policies.
Avoid the complexities of manually calculating and withholding payroll and payroll taxes and spend the time saved focusing on growing your business. Our preferred partners in payroll are Merchant Payroll, ADP & Paycheck.