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WHO WE SERVE
Life's better when people understand your needs
Tax Preparers
Are you tired of your life stopping January through April? And then again September through October? Other parts of your business suffer, and you miss out on many life events to meet these deadlines.
Accountants
Do you struggle with saying no? Are you taking on any client even if you have no expertise in that industry? These types of clients are large learning curves and are taking away from other important parts of your business.
Bookkeepers
Did you start you firm to achieve financial freedom? Financially you are secure, but if you quit working in the business your clients will usually suffer. You do not have processes and many times you are the only one who can do the work. This makes it especially difficult to build a team.
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From the firm: Seize the energy of the new year
2021 is finally here—along with a wave of hope and renewed energy. Here’s how to make the most of it.
Read more about From the firm: Seize the energy of the new year> ➞Goal setting in the new year
Are you on firm financial footing? Start with these questions to make sure you’re on track for 2021.
Read more about Goal setting in the new year> ➞Audit protection: What it is and what it can do for you
Nothing strikes fear in the hearts of taxpayers more than a notice from the IRS. Learn what audit protection services can do for you.
Read more about Audit protection: What it is and what it can do for you> ➞WHO WE WORK WITH
