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What we do

Let us take the stress out of running your business

Advice

We’ll take you beyond the numbers with deep analysis and strategic guidance that enables you to make sound, smart business decisions.

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Bookkeeping

You run your business. We’ll run your numbers.

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Payroll

Avoid payroll filing issues and day-to-day processing by handing complex payroll work over to us.

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Tax

Keep more of your hard-earned money with sound, strategic tax planning and preparation support.

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WHO WE SERVE

Life's better when people understand your needs

Real Estate

We’ll handle the accounting so you can get back on location, location, location.

Small Businesses

Make your financial life work, so you can focus on the reasons you went into business in the first place.

People

We are here to help reduce the burden of tax season.

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ebook

Making the move to subscription-based pricing

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In the Loop

Your magazine of
personal finance

Financial Planning for the New Year: Close-up of Calculator and Budget Planner with Festive Ornaments

From the firm: Year-end opportunities

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New Year's Resolution: Clean out the deadweight

Read more about New Year's Resolution: Clean out the deadweight> ➞

How to avoid the year-end tax scramble

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More articles from this issue

QuickReads

Let's talk business

Woman holding pen and thinking.

3 ways businesses are thinking small to win big next year

Small businesses are thinking small to win big! Discover how focusing on specialized tools, deep community relationships, and flexible work creates co...

Read more about 3 ways businesses are thinking small to win big next year ➞

10 cybersecurity actions you can take before lunch

Transform your business security in minutes, not months. 10 practical cybersecurity steps you can implement before lunch—from passwords to backups. No...

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Female business owner in yellow shirt standing near a restaurant door.

7 tips for accessing affordable capital in 2025

If rising interest rates have made bank loans unaffordable for your business, you're not alone. Get 7 practical alternatives to help you access the ca...

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Blog

Stay informed, stay inspired

IRS impersonation scams: Don’t let your small business become a target

Small business owners are perfect targets for IRS scammers—and they know exactly which buttons to push. Think you'd spot a fake? These sophisticated t...

Read more about IRS impersonation scams: Don’t let your small business become a target ➞

The hidden tax deduction: How small businesses can write off cybersecurity investments

Think cybersecurity is just a cost center? Think again. Most security investments—from password managers to penetration testing—qualify as tax-deducti...

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Barista accepting credit card payment, highlighting point-of-sale security risks

From loyal to lost: How data breaches kill customer relationships

Data breaches don't just compromise systems—they destroy customer relationships forever. Learn how security failures transform loyal advocates into vo...

Read more about From loyal to lost: How data breaches kill customer relationships ➞

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