Strategic solutions for business & personal finance Expertise and technology to build wealth

What we do

Let us take the stress out of running your business

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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Freedom Ratio book cover

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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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ebook

Why your small business should invest in technology

See how the right technology can have a big impact on your small business.

Download the eBook about Why your small business should invest in technology

In the Loop

Your magazine of
personal finance

From the firm: Planting seeds for success

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Debt management for business owners

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Sustainability: Why it matters

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