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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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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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The business reevaluation: The key to your success

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In the Loop

Your magazine of
personal finance

From the firm: Resolutions for your business

Read more about From the firm: Resolutions for your business> ➞

Hiring and managing a hybrid team

Read more about Hiring and managing a hybrid team> ➞

Growing your business? Work with a tax and accounting professional

Read more about Growing your business? Work with a tax and accounting professional> ➞
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QuickReads

Let's talk business

Diagnose the health of your small business's online presence

Simply having an online presence won’t do the trick on its own. Here's how you can boost your business's online presence.

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Intriguing info bites for National Women’s Small Business Month

In honor of National Women’s Small Business Month in October, we have some fascinating factoids about women in business.

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6 ways to keep your staff happy and engaged on a small-business budget

Here are some suggestions for affordable ways to keep your small business’s staff happy and around for the long term.

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