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This time...it’s personal!
Advisors who care about both you and your business.

Small Business Advisory Services to Move You Forward

Let us put our business savvy to work for you. Look to us for smart solutions that help you meet your expectations, or maybe even exceed them. Our focus is to provide you with continuous, reliable support now and for years to come, helping you to realize all your financial goals.

  • Business Consulting—Whether buying or selling a business, we offer expert guidance on properly structuring the transaction to minimize your tax liability. Additionally, we can assist you with securing financing, entity selection, business plan development, financial projections and forecasts, analysis of business operations or expansion.
  • SBA Loans—We guide you through the intricacies of applying for specialized financing while also assisting with financial reports requested by banks or other institutions for third party verification of data.
  • Software Consulting—Are you considering purchasing new technology to help your business run more efficiently? Let our tech savvy staff direct you to the solution that best meets your particular needs. Need help with accounting software? We have a QuickBooks Pro Advisor on staff ready to assist you.

BOSS is the answer to your back office headaches. Our cloud-based solution enables you to hand complex accounting tasks over to us. We work the numbers while providing you 24/7 access to your data—and all at a fixed, affordable monthly fee.

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