About
Our Mission
Welcome to POS Benefits, where we specialize in providing innovative point of sale, kiosk, payments, all-inclusive business software suite and hardware solutions We are also experts in financial planning, business strategies, and benefits management. Explore how our tailored strategies can elevate your business and drive success in the competitive market.
Our Team brings over 40 years of combined expertise in our solutions working with clients and using in our businesses. We are not just your professional experts but users.
Solutions
POS - Point of Sale & Kiosk
Payment Processing
Various payment types, including credit cards, mobile payments, and cash.
Sales & Item Management
Tracks sales & Item performance, manages product grids, and handles receipts.
Inventory Management
Real-time tracking of stock, with the ability to import products via CSV files.
Customer Relationship Management (CRM)
Creates customer profiles, stores contact information, and helps personalize service and marketing.
Business-Specific Software
Offers tailored solutions for retail (inventory, online sales), restaurants (online orders, kitchen display, bookings), and service-based businesses (scheduling).
E-commerce Tools
Integrates online selling capabilities, including e-commerce builders for businesses focused on online sales.
Reporting
Provides sales reports and data to help businesses understand customer shopping habits and sales performance.
Cloud-Based
Accessible from various devices, including iPads and Android tablets, and can be controlled from a smartphone.
Reporting
Cloud-Based Accessible from various devices, including iPads and Android tablets, and can be controlled from a smartphone.
Business Software Suite
All-in-One Solution
Zoho One includes a wide range of applications, from CRM, Books and marketing automation to project management, HR, and accounting tools, forms consolidating various business functions into a single subscription.
Integrated Applications
The applications within the Zoho One suite are built with pre-built integrations, allowing for seamless data flow and workflow automation between different departments and tools.
Centralized Management
It simplifies business operations by providing a central platform to visualize, manage, and orchestrate daily tasks, projects, and user access across the organization.
Flexible Licensing
Zoho One offers two primary licensing models: an "all employee" option that requires a license for every W2 employee, or a "flexible user pricing" at a higher per-user rate for a limited number of users.
Cost-Effective
By bundling numerous applications into one subscription, Zoho One aims to provide essential business functionality at a reasonable price, helping businesses reduce their overall software spending.
Customization and Scalability
The platform includes custom development tools like Zoho Creator and offers pre-built connectors for data analysis, making it highly customizable and scalable to meet various business needs.
Enhanced Collaboration
The connected nature of the platform fosters better collaboration and communication across departments, leading to a more agile and efficient organization.
Business & Benefits
Financial Planning
Craft tailored strategies for managing income, expenses, savings, and investments.
Process: Establish goals, assess financials, identify gaps, create plan, ongoing optimization.
Trust Services
Establish trusts for asset protection, estate planning, tax minimization, and legacy support.
Steps: Consultation, trust creation, asset transfer, ongoing management.
Better Banking
Optimize banking with lower fees, better terms, higher yields.
Educate clients to use IRS tools/codes to save more and reduce taxable income.
Health & Supplemental Plans
Group health insurance and supplemental options (dental, vision, accident, disability, critical illness, cancer).
Life Insurance Retirement Plan (LIRP): indexed growth, tax-advantaged access, living benefits.
Retirement Planning
Secure retirement strategies: income planning, stress-free management.
Highlight: Fixed Indexed Annuities with market protection, guaranteed lifetime income.
Capital Solutions
Business loans from $20K to $5M.
Options: working capital, equipment financing, real estate investment capital.
Tax Optimization
Strategies to minimize tax liability and maximize after-tax income.
Includes retirement tax planning, business deductions, and IRS-compliant strategies.
CA Insurance LIC: # 4163469
Health, Life, Accident, Long-term Care, Disability & Annuity.
Testimonials
Our clients share their experiences and success stories working with POS Benefits team.
"The Team at POS Benefits has helped me for 5 years using Square POS and recently adding Kiosk and Business Benefits"
Robert, Owner
Frequently
Asked
Questions
How do I get started ?
Call, email or submit our form and we'll set up a complementary Discovery call to learn more about your business and needs.
How do your solutions help my business?
Our goal and expertise is to provide you a mixture of services that increase efficiency, reduce costs and operate more effectively today and in the future.
What is the cost?
After or Discovery call our team will provide a detailed quote for our solutions and professional services.
Contact Us
Have a question or need more information? Reach out to us and we'll be happy to assist you.