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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.
Real Estate
We’ll handle the accounting so you can get back on location, location, location.
Individuals
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.
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Why your small business should invest in technology
See how the right technology can have a big impact on your small business.
Download the eBook about Why your small business should invest in technologyAdvantage
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finance edge
From the firm: Financial wellness for the modern business
Focus on the wellness of your business, body and mind.
Read more about From the firm: Financial wellness for the modern business> ➞Debt management for business owners
Learn what you need to know to manage your business debt effectively.
Read more about Debt management for business owners> ➞The why for AI
We take a look at why you should know about AI for your business.
Read more about The why for AI> ➞QuickReads
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