Strategic solutions for business & personal finance Expertise and technology to build wealth

What we do

Let us take the stress out of running your business

BOSS™

BOSS (Back Office Support System) is an all-inclusive solution that offers your business relief from the day-to-day accounting chores while providing secure access to your financial data, 24/7.

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Tax Planning & Preparation

Our firm stays current on ever-changing tax laws—committed to exploring all of the opportunities to reduce your tax burden. We work to maximize your deductions and minimize tax obligation while remaining in full compliance with IRS statutes.

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Business Advisory Services

Putting our expertise to work, we partner with you to ensure your decisions are based on sound financial information and expert guidance.

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Financial Accelerator℠

The Financial Accelerator is an integrated system that puts you in control of your business’ and your future— helping you stay in control and on track during your journey to financial freedom.

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NewCo ToGo℠

From choosing the right entity and maximizing deductions to ensuring regulatory compliance, NewCo ToGo can get you started on the right track and help develop a strong legal and financial framework to build your business.

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Freedom Ratio book cover

Check this out

Is your business holding you captive?

Being an entrepreneur means less freedom than ever before. Learn how to buy back your life using the Freedom Ratio.

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ebook

Self-care in the workplace? Yes, it's a thing.

Download the eBook about Self-care in the workplace? Yes, it's a thing.

In the Loop

Your magazine of
personal finance

From the firm: Relax and renew

Read more about From the firm: Relax and renew> ➞

Midyear business review

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5 tools to track business expenses

Read more about 5 tools to track business expenses> ➞
More articles from this issue

QuickReads

Let's talk business

Have a fun—and affordable—staycation

Who says you need to travel to have a great vacation? Our latest article shows you how to plan a fun and affordable staycation.

Read more about Have a fun—and affordable—staycation ➞

Diversity resources for small business owners

Ready to improve your hiring process to be more inclusive? Here's a good place to start.

Read more about Diversity resources for small business owners ➞

How to unbreak your New Year's resolutions

Is there a way to increase your chances of emerging victorious from resolution season? Absolutely—by keeping some of these tips in mind.

Read more about How to unbreak your New Year's resolutions ➞

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