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Our smart technology model for collaborative accounting and analysis gives you the freedom and power to manage your business right from your pocket.

We are dedicated to helping service–based industries on a national level including chiropractors, entrepreneurs with multiple entities, and those positioning an entity for sale or succession. We understand the unique challenges your business faces and will develop a customized plan to improve your operations and profitability.

Recent Blog Posts

June is National Safety Month! Tips for augmenting your marketing efforts.

June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!

Tapping into a 529 plan for the first time? Tips for parents of college-bound grads…

It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.

Tips for building a company culture that supports remote workers

Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:  

Recent Blog Posts

June is National Safety Month! Tips for augmenting your marketing efforts.

June is national safety month, and it never hurts to remind your clients and community that safety always comes first. Our goal with this blog is to help you augment your marketing initiatives with a few ideas around safety. While we can’t cover every industry in a single post, we hope that you find the tips below useful and that they spark some innovative new marketing ideas!

Tapping into a 529 plan for the first time? Tips for parents of college-bound grads…

It’s graduation season, and for many parents that means it’s almost time to start shelling out for college tuition. For those well-prepared parents with established 529 plans in place, the time has come to tap into that money pool. Of course, when it comes to tax-advantaged savings, trust that the IRS is keeping close watch, so it’s important to avoid making any rookie mistakes. It’s also important to keep saving as you move forward.

Tips for building a company culture that supports remote workers

Having a remote workforce can be challenging, especially if you are trying to build a positive, collaborative work environment. So, how do you create a sense of comradery when you have staff in remote locations? These tips can help:  

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