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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
    • 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 Online

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QuickBooks Desktop

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 ➞

Staying Compliant in the Craft Coffee Industry: Navigating Regulatory Changes

Keeping up with regulatory changes is essential for long-term success. Recent shifts can significantly impact your business. However, with the right s...
Read more about Staying Compliant in the Craft Coffee Industry: Navigating Regulatory Changes ➞

Maximizing Profitability in Your Distillery's Tasting Room

If your distillery has a tasting room, maximizing profitability while ensuring a memorable experience for your customers is essential. Here’s how to m...
Read more about Maximizing Profitability in Your Distillery's Tasting Room ➞

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...
Read more about The Power of Networking and Partnerships in the Craft Beverage Industry ➞

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...
Read more about Navigating Supply Chain Disruptions in the Craft Beverage Industry ➞

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...
Read more about Everything you need to know about 1099s ➞

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 ➞

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Contact Us

Santa Rosa

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

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