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What we do

We love working with business owners and entrepreneurs who turn their passion and calling into thriving businesses.

Outsourced Bookkeeping & Accounting

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

Learn more about outsourced bookkeeping & accounting.

Tax

We are here to optimize your taxes, so you save time and money.

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Advice

Stay on a healthy financial path with dedicated, strategic advisory services.

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Projects

Don’t know where to start for your next project? That’s our specialty.

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WHO WE SERVE

Life's better when people understand your needs

Service Businesses & Professional Services

  • Marketing agencies
  • Web developers
  • Web/Graphic designers
  • Hospitality (including restaurants)
  • Healthcare providers
  • Cleaning companies
  • Floral design
  • Artists
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Retail

  • Brick & mortar stores
  • e-Commerce

Contractors & Construction

  • Real estate developers
  • Builders
  • Plumbing companies
  • Handymen companies
  • Well repair & maintenance

Other Industries & Businesses

  • HOA
  • Real estate investors
  • Rentals
  • Property management
  • RV rentals
  • RV dealerships
  • Farms & ranches
  • Professional athletes
  • Vineries

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4 ways small businesses can tackle inflation

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Advantage

Your personal
finance edge

From the firm: Making your business better

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Building connections: Networking 101

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Soft skills: Why they’re important for your business

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Certifications

Certified QB Online ProAdvisor
Finagraph CashFlowTool Certified Pro
Woodard Certified Transformative Advisor Financial Badge

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