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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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From success to succession planning

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In the Loop

Your magazine of
personal finance

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From the firm: Work hard, play hard: Summer edition

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Preserving a legacy: The importance of succession planning

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How to launch your dream business in 2025

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QuickReads

Let's talk business

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What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

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Navigating burnout: Strategies for a healthier you

Navigating burnout is a process. Here's what to look for and how to keep burnout from getting the best of you.

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12 ways to incorporate the human touch in AI

Use these strategies to keep the human touch with AI by balancing the technology with the personalized, human-centric approaches that only you and you...

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