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Get In Touch
  • What We Do
    • Accounting Management
    • Fractional CFO
    • Financial Forecasting
  • Who We Are
  • Who We Serve
    • Craft Beverage
    • Food Service
    • E-Commerce
    • Professional
  • Resources
    • Resources Library
    • 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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Life and living: How to rediscover the joy of business

Feeling disconnected from the passion that started your business? Use these eight tips to reignite your entrepreneurial spirit...
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How to make the most out of your slow season

Learn how to make the most out of your slow seasons and keep your business thriving year-round.
Read more about How to make the most out of your slow season ➞

Choosing your workplace model: Remote, in-person, or hybrid?

Remote, in-person, or hybrid? 🤔 Learn which work model suits your business best.
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Sales tax in 2025: What small business owners need to know

Learn about the latest sales tax law changes impacting businesses in 2025.
Read more about Sales tax in 2025: What small business owners need to know ➞

Protect your business: Your essential cybersecurity checklist

Cyber threats are on the rise for small businesses! Take action now to protect your business, data and reputation. Use this essential cybersecurity ch...
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From the firm: Making tax season work for you

This time of year is about more than just filing returns–it’s an opportunity to build a stronger foundation for your business. Learn how we're priorit...
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Maximizing your tax refund: A strategic guide to tax planning

Learn to maximize your tax refund and optimize your tax planning with our latest eBook.
Read more about Maximizing your tax refund: A strategic guide to tax planning ➞
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Your launch list for e-commerce business success

An e-commerce business allows you to tap into the growing online marketplace. Learn what you need to consider when launching an e-commerce business.
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Do You Need a Controller for Your Small Business?

Managing daily finances can be overwhelming for small businesses. This focus often pushes big-picture tasks like cash flow, budgeting & planning aside...
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Digital Marketing Strategies for Craft Coffee

In a market as saturated and competitive as coffee, standing out can feel daunting. But with the right digital marketing strategies, you can transform...
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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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Mind flex: January brain freeze

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

Santa Rosa

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

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