MAKE THE MOST OF YOUR BUSINESS FUTURE.
Small business owners find solutions to their financial concerns when they partner with us. Our experienced professionals’ expert advice and consultation help clients become more profitable and efficient. Working with us, you’ll move toward the financial future you envision.
A Message from Doug
Click to watch the video
News from our blog

Let’s trade! Business bartering is still taxable
Trading items or services — without exchanging cash — has long been common among small businesses. Today, some use online barter exchanges to facilitate trades.

How a lockbox or other service can benefit accounts receivable
For decades, businesses have used bank lockbox services to speed up collections and reduce administrative work involved in processing customer checks. Today, the basic idea

Professional valuations provide businesses with more than a number
Are you selling your business, soliciting new investors, updating a buy-sell agreement, pursuing litigation or drafting an estate plan? An accurate business valuation prepared by

Tax tips for parents with kids heading to college this fall
A higher education is expensive, and many parents spend years saving up. Others haven’t had the financial bandwidth to save or have hit unexpected financial

Could the New Markets Tax Credit benefit your business?
Businesses in economically distressed communities often have difficulty obtaining capital for expansion, equipment, facilities and other investments. The New Markets Tax Credit (NMTC) encourages private





