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  • What We Do
  • Who We Are
  • Who We Serve
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
  • Blog
Get In Touch

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Select online apps from the list at the right. You'll find everything you need to conduct business with us.

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QuickBooks Desktop

How Capitalization and Depreciation of Business Assets Impact Taxes

Understanding capitalization and depreciation is key to effective tax planning. Mastering these concepts for your business assets can boost savings an...

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Form 1099 Updates and Tips for 2024

With the 2024 fiscal year firmly in our rearview mirror, it’s time to make sure we are fully prepared for those often-feared Form 1099s. Don’t worry—i...

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From the firm: New year, new vision: Setting the tone for 2025

Make 2025 your best year yet with strategies for lasting success.

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Smart budgeting strategies for your small business

Get a handle on your finances with these no-nonsense budgeting strategies.

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Say goodbye to shoebox accounting; say hello to online portals

Discover how secure online portals can take your business from a cluttered mess to a streamlined success story.

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Taking the headache out of payroll: A small business guide

Learn how to master payroll with these simple and proven methods.

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Power up productivity with these essential tools

Boost your business efficiency with these must-have tools for getting more done.

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Life and living: A fresh start: Your guide to crushing the new year

Get simple, actionable steps to renew your business (and yourself!) in 2025.

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Mind flex: January brain freeze

Test your January knowledge with these cool facts about the first month of the year.

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Protecting your financial data: A small business owner’s guide

Discover a practical approach to safeguarding your business’s most valuable information.

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Protecting your personal and business data: Essential security tips from your trusted advisor

Discover essential security practices that will help protect your financial information and make 2024 your most secure year yet.

Read more about Protecting your personal and business data: Essential security tips from your trusted advisor ➞

Staying Compliant in the Craft Coffee Industry: Navigating Regulatory Changes

Keeping up with regulatory changes is essential for long-term success. Recent shifts can significantly impact your business. However, with the right s...

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Maximizing Profitability in Your Distillery's Tasting Room

If your distillery has a tasting room, maximizing profitability while ensuring a memorable experience for your customers is essential. Here’s how to m...

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The Power of Networking and Partnerships in the Craft Beverage Industry

In the tight-knit craft beverage industry, success is often built on more than just great products—it’s fueled by strong relationships and strategic p...

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Navigating Supply Chain Disruptions in the Craft Beverage Industry

Supply chain disruptions have become a significant challenge for craft beverage businesses. The unpredictable nature of supply chains means it's essen...

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Contact Us

Santa Rosa

2360 Mendocino Ave.
Suite A2-327
Santa Rosa, CA 95403

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