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Small Business


Guiding you through all stages of your business 

As a small business owner, you’re used to being adventurous and taking risks. It’s that mentality that has helped you start and run a successful business. However, that same spirit shouldn’t necessarily be applied to your accounting and operations, where specialized skills and knowledge are crucial to ensure you’re operating as efficiently as possible and staying within the law.


Our goal is to provide the services that make your life easier and deliver intelligent advice you can put into practical use. We understand that no two businesses are alike, so we get to know what makes you tick and learn about the goals you have for your organization. We then create a customized plan based on your needs, your market, and your operational stage, with every element designed to help you focus on and meet those goals. Our experienced professionals work with small businesses in all phases of the business life cycle, helping them get started on the right foot, navigate the inevitable growing pains and when the time is right, prepare for the transition out of the business and into their next adventure.

A few ways we can help:

Expert Team Member

  • Accounting and bookkeeping

  • Audit and assurance

  • Budgeting and planning for expenditures

  • Business and operational plans and strategies

  • Cash flow management

  • Consulting on buying and selling a business

  • Entity structuring

  • Exit planning and succession

  • Family business consulting

  • Financial analysis

  • Financial reporting to lenders

  • Financial statements

  • Liaison to federal and state agencies

  • Liaison to financial institutions

  • Mergers and acquisitions

  • Outsourced CFO and controller

  • Payroll processing and tax reporting

  • Start-up planning and research

  • Tax planning, compliance, and strategies

  • HR consulting

  • Retirement plan consulting

715-833-2610 Ext. 106
715-833-2608 Ext. 105
Allow our expert team members to help assist you in your business financials, planning, and success. 
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