Our firm has years of experience helping privately held companies in the small to mid-market, specifically those in the following industries: oil and gas, manufacturing, contractors, construction, car dealerships, hospitality, and more. We are dedicated to helping these professionals in these industries build profitable enterprises.
Our firm will work with you to create a plan for making the most of your business operations today as well as help you reach your long-term financial goals. We analyze your data to discover what drives your business including the areas that need attention and those that indicate untapped opportunities. If you are looking for a trusted advisor that truly understands your business, that’s us.
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.
Quite often we can get so wrapped up in checking projects off the company’s to-do list that we forget to recognize the labor that went into each accomplishment. Acknowledging milestones provides opportunity to show appreciation to the employees who helped you achieve them...
Are you expecting a tax refund? If so, don’t treat your tax refund as ‘bonus’ cash. Rather look at it as simply a return of taxes paid beyond your actual obligation. This will help you think about using this money purposefully. Here are some ideas to try:
The spring season is here! In addition to taxes, many of us want to take care of some overlooked cleaning tasks. Procrastination often creeps in when it comes to cleaning—especially our offices. It can feel overwhelming and somewhat unproductive to spend time decluttering and cleaning your workspace, but once complete, most people feel a sense of relief and calm. Use this handy checklist...
