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  • 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
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
  • Blog
Get In Touch

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The Power of Networking and Partnerships in the Craft Beverage Industry

In the tight-knit craft beverage industry, success is often built on more than just great products—it’s fueled by strong relationships and strategic p...
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Navigating Supply Chain Disruptions in the Craft Beverage Industry

Supply chain disruptions have become a significant challenge for craft beverage businesses. The unpredictable nature of supply chains means it's essen...
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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.
Read more about Life and living: Deck the halls with new traditions: Fun ways to celebrate at home and work ➞

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

Learn how tax-loss harvesting can help your small business minimize tax liability.
Read more about Tax-loss harvesting: What it is and how it works ➞

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.
Read more about 12 tips to finish the year strong ➞

A guide for the unpredictable job market

Discover actionable steps to streamline your recruitment process and build a more resilient workforce.
Read more about A guide for the unpredictable job market ➞

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 ➞

From the firm: Embracing year-end opportunities

Explore tips on financial readiness, team resilience and festive traditions to close out the year.
Read more about From the firm: Embracing year-end opportunities ➞

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!
Read more about Get ready for tax season: An end-of-year checklist for smooth W-2 and 1099 processing in January ➞

Mind flex: How trendy is your business? A quiz

See how ‘on trend’ your business is by exploring our short quiz.
Read more about Mind flex: How trendy is your business? A quiz ➞

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...
Read more about Is Your Craft Beverage Business Financially Fit? ➞

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Santa Rosa

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

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