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Get In Touch
  • What We Do
    • Accounting Management
    • Fractional CFO
    • Financial Forecasting
  • Who We Are
  • Who We Serve
    • Craft Beverage
    • Food Service
    • E-Commerce
    • Professional
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
  • Blog
Get In Touch

Apps

Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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QuickBooks Desktop

Maximizing your tax refund: A strategic guide to tax planning

Learn to maximize your tax refund and optimize your tax planning with our latest eBook.

Read more about Maximizing your tax refund: A strategic guide to tax planning ➞
A woman's hand holding a mobile phone that shows an e-commerce site on the screen.

Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.

Read more about Your launch list for e-commerce business success ➞

Do You Need a Controller for Your Small Business?

Managing daily finances can be overwhelming for small businesses. This focus often pushes big-picture tasks like cash flow, budgeting & planning aside...

Read more about Do You Need a Controller for Your Small Business? ➞

Digital Marketing Strategies for Craft Coffee

In a market as saturated and competitive as coffee, standing out can feel daunting. But with the right digital marketing strategies, you can transform...

Read more about Digital Marketing Strategies for Craft Coffee ➞

How Capitalization and Depreciation of Business Assets Impact Taxes

Understanding capitalization and depreciation is key to effective tax planning. Mastering these concepts for your business assets can boost savings an...

Read more about How Capitalization and Depreciation of Business Assets Impact Taxes ➞

Form 1099 Updates and Tips for 2024

With the 2024 fiscal year firmly in our rearview mirror, it’s time to make sure we are fully prepared for those often-feared Form 1099s. Don’t worry—i...

Read more about Form 1099 Updates and Tips for 2024 ➞

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

Make 2025 your best year yet with strategies for lasting success.

Read more about From the firm: New year, new vision: Setting the tone for 2025 ➞

Smart budgeting strategies for your small business

Get a handle on your finances with these no-nonsense budgeting strategies.

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Say goodbye to shoebox accounting; say hello to online portals

Discover how secure online portals can take your business from a cluttered mess to a streamlined success story.

Read more about Say goodbye to shoebox accounting; say hello to online portals ➞

Taking the headache out of payroll: A small business guide

Learn how to master payroll with these simple and proven methods.

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Power up productivity with these essential tools

Boost your business efficiency with these must-have tools for getting more done.

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Life and living: A fresh start: Your guide to crushing the new year

Get simple, actionable steps to renew your business (and yourself!) in 2025.

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Mind flex: January brain freeze

Test your January knowledge with these cool facts about the first month of the year.

Read more about Mind flex: January brain freeze ➞

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

Discover a practical approach to safeguarding your business’s most valuable information.

Read more about Protecting your financial data: A small business owner’s guide ➞
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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.

Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

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Contact Us

Santa Rosa

2360 Mendocino Ave.
Suite A2-327
Santa Rosa, CA 95403

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