Because we believe in being more than just advisors. We believe in being advocates who are invested in the success of our clients. We gauge our success by the success and growth of each of our clients. As an advocate for our clients, our professionals believe their top priority is to help our clients position themselves for success. Whether it’s tax planning and preparation, cash flow management, estate planning, or accounting services, we’ll tailor our solutions to fit your needs. We provide only those services which we believe will be a direct catalyst to the success of our clients.
Our services include:
We take pride in our relationship with each and every client. Through teamwork and dedication we can take the worry out of your most complex issues. If you are ready to work with dedicated professionals who share your passion for excellence, we’re ready to get to work.
BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.
Black Friday and Cyber Monday need no introduction, but for small business owners it’s all about Small Business Saturday—an annual holiday shopping tradition that gets communities out in support of their local small businesses. Small Business Saturday falls on November 24 this year, so if you haven’t already…start getting the word out.
The Protecting Americans from Tax Hikes (PATH) Act of 2015 requires Forms 1099-MISC reporting non-employee compensation (NEC) in box 7 to be filed by January 31.
Small business owners in many communities offer downtown trick or treat events. Take advantage of this opportunity to build your business reputation. Involvement in local events goes a long way with both existing and prospective customers—indicating a vested interest in your community. Find creative ways to make your business stand out this trick-or-treat season. We hope the following suggestions will spark fun promotional ideas: