Advisory Services – The WiseAnt Group

ADVISORY SERVICES

Most of the financial decisions you make today have an impact on your taxes. As a result, it takes careful planning to employ tax-saving strategies. Our experienced team of tax professionals can address your unique needs and equip you with insight and answers to help reduce your taxes and financial risk while preserving your hard-earned wealth.
Through our business advisory services, we are always available to ensure you’re making the smartest financial decisions at every turn, and help rectify any financial concerns that may arise. Our dedication to hard work has earned the respect of the business and financial community in and around the area. We believe this to be a direct derivative of our talent and responsiveness to our client base. Whether you are a current or prospective client, rest assured that individuals and businesses who choose The WiseAnt Group receive competent and timely advice.

Our Advisory Services Include:

Notary Public & SIGNING AGENT SERVICES

As a notary public, our duty is to officially witness the free and willing signing of one or more documents by one or more people whose identity the notary has verified. In most cases, the document is signed in the notary’s presence; in some cases, it is signed first and then brought to the notary public by the signer, who will then acknowledge to the notary that he or she signed it.

Duties of a Notary Public:

verify the identity of the signer(s) who appear before them;
have enough of a conversation with the signer(s) to be reasonably sure they are signing freely and willingly;
witness the signer(s) signing the document(s);
administer an oath to the signer(s) if one is required by the document;
verify that all of the notary-specific elements of the document are present, correct any that are incorrect, complete any that are incomplete, and add any that are missing;
sign the document in the place designated for their signature;
place their official seal on the document (if required by their state to do so).
In many states, the notary public will record the details of the notary act he or she just completed in a notary journal and have the signer of the document sign the journal. In some states, notaries also get a thumbprint or driver’s license number of the signer in their journals. Even if the State does not require the use of a notary journal, it is considered best practice to maintain one.
The purpose of all of this activity is to add a level of trust to the document. Notarization shows that a document was executed in such a way that it is binding upon the parties whose names appear in it. A notarized document is taken as evidence that those whose names appear in it and who signed it chose to do what the document says they will do, to authorize what it says is authorized, or to verify under oath that the statements of facts in it are true so far as the signers know.

Contract & Document Review

Know Your Risks Before You Sign

The WiseAnt Group provides a comprehensive solution to review and manage the challenging tasks associated with contracting effectively and efficiently. People often make the mistake of entering into a contract or signing documents without fully understanding the risks involved. We provide this service in an effort to help individuals and small to medium businesses better understand their contracts and the documents they sign with minimal out of pocket expense.

By having an experience contract expert or attorney review and provide written analysis for your contracts, you can understand and reduce risks, negotiate better terms, and be your own advocate. The WiseAnt Group empowers this process!

A few hundred dollars today could save you thousands of dollars tomorrow!

If you are seeking assistance evaluating your contracts and documents, or need help developing or putting together a contract, our experts are ready to help!

Policies & Procedures Development

We provide THE following services:

As regulations change, organizational processes must change. At WiseAnt Group, we understand that policy and procedure documentation drives organizational performance and routinely provide guidance for employees and their leadership. They are also used by internal and external auditors to determine the effectiveness of business controls and overall business practices.

We partner with you to help you gain understanding of your risks, and ensure that specific controls in place address assess risks and severity exposures.

> Drafting and customizing policies and procedures for your organization, if you do not already have policies in place.

> Review your policies and procedures to determine policies that may be missing from your library, and partner with your leadership team to create or revise procedures to accurately reflect processes.

> Review current policies and procedures to determine alignment with industry best practices.

> Enhance employee policy and procedure knowledge through training and awareness.

As you may well know, well written and properly communicated policies and procedures foster employee morale, build confidence, and promote satisfaction and productivity throughout organizations. Staying on top of all the risks, threats and vulnerabilities to business today includes ensuring your policies and procedures are current and clearly understood.

Leverage our expertise to help you implement policies and procedures in your organization. Our experts are ready to help!

Workforce Training & Professional Development

The WiseAnt Group is proud to have a seasoned team of professionals who are well-versed in professional development and workforce training. With constant training of small, medium to large organizations, and interfacing with regulators and other industry experts on a continuous basis, our experts can provide in-house and virtual training to help satisfy continuing education requirements for all your employees (regardless of size), including customized trainings for your Directors and or C-Level executives.

Workforce Compliance doesn’t need to be complicated – We Simplify It!

Our training and professional development topics and advisory services include but are not limited to the following:

Fraud, Waste and Abuse
Stark Law (Physician Self-Referral Law)
The Anti-Kickback Statute
Civil False Claims Act
Sunshine Act
No Surprises Act
Criminal Fraud & Health Care Fraud Statute
Managing Your Financial Relationships
Incident-to Rule (Non-Physician Practitioner Billing)
Marketing and Agent Practices
General Compliance & Ethics
HIPAA Security
HIPAA Privacy
Cybersecurity Awareness
Blood-borne Pathogens Standard
Hazard Communications Standard
Regulated Waste Management (DOT Training)
Workplace Safety (Including Fire Safety)
Credentialing and Enrollment 101
Diversity and Cultural Competencies
Discrimination and Harassment (Including Sexual Harassment)
COVID-19 Awareness
Basic MRI Training
Customer Service
Other Topics Upon Request

Leverage our professional development expertise to enrich your staff. Our experts are ready to help.

Duties of a Notary Public:

Know Your Risks Before You Sign

A few hundred dollars today could save you thousands of dollars tomorrow!

We provide THE following services:

CLIENT TESTIMONIALS