What we do

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Tax

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

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Business Advisory

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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Fractional CFO & Controller Services

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

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Mergers & Acquisitions

Take the stress out of your intended purchase or sale by working with us to maximize the value of your deal.

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WHO WE SERVE

Life's better when people understand your needs

Service-based Businesses

We make outgoing payments on time and seamlessly manage your cash flow.

Medical & Dental

Stay financially healthy with expert, strategic guidance.

Construction

We are in the business of construction accounting.

Real Estate

We'll help you focus on what matters most.

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From the firm: Minding your Ps in business

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Tax considerations for remote work: What you need to know

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How to embrace disruptive technology in a remote environment

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Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

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What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

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Navigating burnout: Strategies for a healthier you

Navigating burnout is a process. Here's what to look for and how to keep burnout from getting the best of you.

Read more about Navigating burnout: Strategies for a healthier you ➞

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