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What we do

Let us take the stress out of running your business

Bookkeeping

Bookkeeping is the least enjoyable part of running your business. Let us take it off your hands.

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Tax

Tax time doesn’t have to be stressful. Let our experts help.

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Advice

Finances can be confusing and stressful. We build an authentic, personal relationship that enables us to go beyond just the transactions.

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Assurance

Get the highest level of assurance on your financial statements and internal controls over financial reporting.

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WHO WE SERVE

Life's better when people understand your needs

Dentists

Numb to the thought of accounting work? Let us handle it for you.

Optometry

Magnifying the financial success of your practice.

Professional Service Providers

Get back to what matters most—your professional services enterprise—and let us handle the accounting.

Entrepreneurs

Don’t know where to start to start up your new business? That’s our specialty.

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Protecting your financial data: A small business owner’s guide

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From the firm: New year, new vision: Setting the tone for 2025

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Smart budgeting strategies for your small business

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Say goodbye to shoebox accounting; say hello to online portals

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Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

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Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January

Smart business owners know that preparing for tax season shouldn’t wait until January. Check out our end-of-year checklist to get organized!

Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

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