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  • What We Do
  • Who We Are
  • Who We Serve
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
  • Blog
Get In Touch

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From the firm: Embracing year-end opportunities

Explore tips on financial readiness, team resilience and festive traditions to close out the year.

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Year-end financial checklist: 20 must-do's you can’t afford to forget

End the year with a financial win. Save money, reduce taxes and set yourself up for success in 2025 with this end-of-year checklist.

Read more about Year-end financial checklist: 20 must-do's you can’t afford to forget ➞

A guide for the unpredictable job market

Discover actionable steps to streamline your recruitment process and build a more resilient workforce.

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12 tips to finish the year strong

Use these tips to help you tidy loose ends, boost your business and set yourself up for success in 2025.

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Tax-loss harvesting: What it is and how it works

Learn how tax-loss harvesting can help your small business minimize tax liability.

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Life and living: Deck the halls with new traditions: Fun ways to celebrate at home and work

From festive family activities to fun workplace celebrations, we share several ideas to make the holidays extra special.

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Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...

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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!

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Mind flex: How trendy is your business? A quiz

See how ‘on trend’ your business is by exploring our short quiz.

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Leveraging Technology in Craft Coffee

In today’s fast-paced world, technology is reshaping the craft coffee industry. If your craft coffee business hasn’t explored the latest innovations,...

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Adapting to Regulatory Changes

The craft beverage industry is always evolving, and with it comes regulatory changes that can impact your business. Staying compliant with these chang...

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Maximizing Profitability in Coffee Retail

As coffee enthusiasts continue to seek out unique roasts, businesses have a unique opportunity to maximize profitability. Here are some key financial...

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Is Your Craft Beverage Business Financially Fit?

In today’s fiercely competitive market, maintaining the financial health of your craft beverage business—whether it’s a brewery, distillery, or coffee...

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How to embrace disruptive technology in a remote environment

Evolving tech isn’t new, but it can be “disruptive.” Learn how your business can address AI head-on and thrive in a remote environment.

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Mind flex: How cybersecure is your home or business?

What can happen when you click on a link in an email? Find out.

Read more about Mind flex: How cybersecure is your home or business? ➞

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Contact Us

Santa Rosa

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

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