Reach The Next Level

Your finances at your fingertips.

Understandable reports, accessible at any time, backed by years of experience.

Take Your Business to the Next Level

 

Dentists

From single chairs to large organizations, we have been there every step of the way. Let us help you too.

Veterinarians

Your business is unique. Take advantage of our years of experience helping veterinarians reach their goals.

Chiropractors

Specialized business models and multiple service types can make your books challenging. Let us guide the way.

Have a Different Business?

We would love to hear more about your needs and explain how streamlined reporting can help you reach next level.

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Creating a plan that works for you

 

Through my personalized coaching, I’ll work alongside you to develop an integrated plan to achieve your business and personal goals.

 

Visit These Articles or our Knowledge Center to Learn More

Knowledge Center
Small Business Retirement Plans
Small Business, Retirement, Savings
Small Business Retirement Plans
Small Business, Retirement, Savings

Small Business Retirement Accounts.

Small Business, Retirement, Savings
Tax Filing and Payment Deadlines
Tax Filing and Payment Deadlines

A helpful list of individual and tax deadlines.

Taking Advantage of a Home Office
Businesses, Taxes
Taking Advantage of a Home Office
Businesses, Taxes

Take full advantage of a home office to save your business money.

Businesses, Taxes
Understanding Payroll Basics
Businesses, Payroll
Understanding Payroll Basics
Businesses, Payroll

Payroll can be tough to understand.  The employee doesn’t get enough money, the taxes are too high, and nothing seems to balance.  Worst of all, even a small mistake can cost thousands of dollars. We are going to show you how payroll works so you can better understand what may be the largest expense for your business.

Businesses, Payroll
How To Pay Your Federal Taxes
Individuals, How To
How To Pay Your Federal Taxes
Individuals, How To

Learn how to make an individual payment or register an account with the IRS.

Individuals, How To
Advance Child Tax Credit Online Tools
Individuals, Taxes
Advance Child Tax Credit Online Tools
Individuals, Taxes

The IRS just launched new online tools designed to help families manage and monitor the advance monthly child tax credit (CTC) payments. The first payment will be made on July 15, 2021.

Individuals, Taxes