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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.
This is an administrative position providing support to all team members of the firm. This position encompasses a wide range of activities with involvement in all phases of administration...
Learn MoreThe individual for this position must be detail oriented and have high acumen for accounting and customer service. This position plays an integral role in the firm by ensuring the client’s financial records, accounting...
Learn MoreWe are now in the holiday season and that means you are probably in the search for gifts to give friends and family! The big question is where to shop and what do you get everyone? Well, the answer is shop local! We have a list of locally owned businesses where you can find the perfect gifts to give! From skincare to houseware, we have some great places to recommend you do your shopping.
If you have retirement on your mind, the big question is this: Are you in a financial position to do so? While nothing replaces the advice of a seasoned advisor, you can take your first step to answering this question by applying a simple 5-step calculation.
If you’re not a fan of Black Friday chaos—you know…the crowds, the rush, the relentless search for a parking space—then ditch the onsite shopping this year while still enjoying the sweet deals.
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