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  • What We Do
  • Who We Are
  • Who We Serve
    • Physicians
    • Dentists
    • Professional Service Providers
  • Pricing
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
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From the firm: Year-end opportunities

As year-end approaches, we're sharing practical strategies to help you finish strong and start 2026 with confidence. Discover actionable strategies fo...

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New Year's Resolution: Clean out the deadweight

The fastest path to profitability isn't always adding more. It's cutting what holds you back. We’ll show you how to eliminate forgotten subscriptions,...

Read more about New Year's Resolution: Clean out the deadweight ➞
Accountant using a calculator on a very messy desk with lots of papers and post-it notes.

How to avoid the year-end tax scramble

Stop the year-end tax scramble. Smart business owners plan quarterly, time purchases strategically, and leverage tax-advantaged benefits year-round. S...

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Your year-end tax checklist: Keep more of what you earned

Before December 31, you have your biggest opportunity to reduce your tax bill. Our year-end checklist covers essential deductions, strategic timing mo...

Read more about Your year-end tax checklist: Keep more of what you earned ➞
A large family gathered around the thanksgiving table taking a selfie.

Enjoy the holidays (without your business falling apart)

Many small business owners don't shut down for the holidays; they just panic quietly. This year, try something radical: enjoy time off without spirali...

Read more about Enjoy the holidays (without your business falling apart) ➞
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What's your year-end planning personality?

Are you an Overachiever, Steady Planner, or Spontaneous Entrepreneur? Take our quick 5-question quiz to discover your year-end planning personality an...

Read more about What's your year-end planning personality? ➞

Building a resilient team culture through the holiday season

The holiday season can be a tipping point for employees, influencing whether they decide to stay or leave. Read on to learn how you can build a resili...

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A small business owner looking at his computer and phone reviewing financial data.

Making the move to subscription-based pricing

Unpredictable cash flow? This guide shows small businesses how to implement subscription pricing for stable monthly revenue. Includes industry example...

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3 ways businesses are thinking small to win big next year

Small businesses are thinking small to win big! Discover how focusing on specialized tools, deep community relationships, and flexible work creates co...

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Cybersecurity on a shoestring budget

Learn budget-friendly security tools, strategies, and quick wins to start protecting your small business from cyber threats today.

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10 cybersecurity actions you can take before lunch

Transform your business security in minutes, not months. 10 practical cybersecurity steps you can implement before lunch—from passwords to backups. No...

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From the firm: How important is cybersecurity, really?

Don't miss our newest magazine issue, full of information to help you secure your small business (for less $) in 2025 and beyond.

Read more about From the firm: How important is cybersecurity, really? ➞
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Small business, big risk: The true cost of poor cybersecurity

What's more expensive: cybersecurity or a breach? With attacks costing millions in fines, lawsuits, and lost business, the math is clear. Learn the hi...

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Breaking down the jargon: Your cybersecurity dictionary

Don't let cybercriminals exploit what you don't understand. This guide decodes security jargon—from spear phishing to zero-day exploits. Know the thre...

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5 ways to secure your work-from-everywhere team

Remote work changed everything—including cybersecurity. Learn to protect your distributed team from public Wi-Fi risks, personal device dangers, and h...

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