What we do
Let us take the stress out of running your business
WHO WE SERVE
Life's better when people understand your needs
Small-Medium Sized Businesses
Make your financial life work, so you can focus on the reasons you went into business in the first place.
Nonprofits & Churches
Helping strengthen your financial standing with dedicated, strategic guidance.
We’ll handle the accounting so you can get back on location, location, location.
We are here to help reduce the burden of tax season.
The Employer Retention Tax Credit (ERTC) is a one-time refundable tax credit from the Federal Government. You may have received one or both rounds of PPP, but you can also receive ERTC. Many businesses and organizations believe they don’t qualify or have overlooked this opportunity, but it may be even more beneficial than PPP.Learn more
Self-care in the workplace? Yes, it's a thing.Download the eBook about Self-care in the workplace? Yes, it's a thing.
From the firm: Why taking a break can bring new insights
Take some time to step back and reevaluate so you can prepare for the second half of the year.Read more about From the firm: Why taking a break can bring new insights> ➞
Midyear business review
Plan a midyear review with these seven tips to help your business achieve its goals before the end of the year.Read more about Midyear business review> ➞
Financial planning 101
Make a sound financial plan for the future with these eight steps.Read more about Financial planning 101> ➞
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