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Business Services

Here is where we educate small business about the importance of bookkeeping, accounting, taxes, and general business financials. We conduct workshops & seminars, QuickBooks Online trainings and we also have a specialized business education program called the 

Profitable Excellence Program.

Workshops & Seminars

We conduct workshops and seminars on the following: 

• Accounting 

• Taxes

• General Financial Practices

Trainings

We are always conducting accounting software trainings in QuickBooks Online for those who are beginners and advanced. We even do one-on-one trainings. 

P.E.P.

Our brand new Profitable Excellence Program (PEP) offers a deep dive into finances like never before. We don't just hand you a brochure or email you information and leave you to figure it out. You'll be locking arms with an highly experienced accountant and financial advisor.  So roll up your sleeves, and be ready to get into it! 

Also, PEP is completely customized to you and your business.  There is nothing cookie cutter about it.  Your advisors will provide you with valuable insight and information in each session. With a better understanding of your financial reports and your accounting functions, and how both impact your business goals, you will be empowered to make informed decisions aimed at profitability, not just income.

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Do you know your worth? We want to help you realize it, tap into it, and own it (and your small business) with confidence.

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We strive for Profitable Excellence. So should you! 

Let's get started!