​Are you overwhelmed or feel lost when it comes to running your business? 

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We serve small businesses who want to:

• Know as-you-go throughout the year, not just at tax time.

• Identify opportunities and issues sooner, rather than later.

• Save time, taxes and resources- hire an expert, not an admin.

• Implement our plans to avoid surprises and overpaying taxes.

• Plan for the next step to support smart growth.

• Invest in their family and future.

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Who we work best with:

• Consultants, professionals, and other service-based businesses

• Owner-operators earning $50K–$10M in annual revenue

• Business owners who want a partner, not just a tax preparer​​​

  • Stay organized and on track

  • Respond to requests in a timely manner

  • Participate and ask questions

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Accounting:  if you're not crying, you're not doing it right.