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What we do
We provide concierge CPA services customized to fit your needs
WHO WE SERVE
Your concierge CPA
Privately Held Businesses
We work with you throughout the year as your trusted advisor—relieving you of complex accounting work and ensuring you remain in compliance with tax laws.
Physicians & Dentists
We provide practical, strategic insight into the numbers to keep you financially strong.
Professional Service Providers
Get back to what matters most—your professional services enterprise—and let us handle the accounting.
We are here to help reduce the burden of tax season.
From the firm: Making the most of what's left
Once again, it’s back-to-school season and we’re heading into fourth quarter. This means it’s time to look at making the most of the end of the year.Read more about From the firm: Making the most of what's left> ➞
FAQs: Multichannel marketing for small businesses
Here’s a primer on a marketing strategy you may have been nervous about trying (spoiler: don’t be).Read more about FAQs: Multichannel marketing for small businesses> ➞
Ending the year strong
It’s crunch time! As the year comes to an end, be sure to apply these strategies to finish out strong.Read more about Ending the year strong> ➞
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