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  • 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
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
  • Blog
Get In Touch

Apps

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 Online

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QuickBooks Desktop

How to read a financial statement

The world of financial statements can feel confusing and overwhelming. Here's an easy-to-understand breakdown.

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Maximizing your charitable donations before year-end: A tax-savvy guide

Contributing to causes you care about not only supports your community and passions but can also offer significant tax benefits. Here’s what you need...

Read more about Maximizing your charitable donations before year-end: A tax-savvy guide ➞

The Pros and Cons of Adding a Brewpub to Your Brewery

As a brewery owner, you may be considering adding a brewpub to your operation. While the idea of serving your own beer and food to customers can be en...

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How Breweries Are Different

Craft breweries share many challenges with other small businesses, however, they are also a unique type of small business that face their own specific...

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Craft Brewery Record-Keeping

Meticulous record-keeping is a tedious task; but it's also the secret ingredient to managing brewery finances effectively. Proper financial management...

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Craft Brewery Accounting Essentials

Crafting the perfect beer isn't about a secret ingredient, but a blend of key elements that come together harmoniously. Similarly, maintaining the fin...

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From the firm

From the firm: Work hard, play hard: Summer edition

Discover how to balance business success and summer fun.

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Preserving a legacy: The importance of succession planning

Learn why your small business needs a succession plan, the risks of not having one and the various options available to you.

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How to launch your dream business in 2025

If you’re thinking of starting a new business in the new year, we have five steps to get you started now.

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Staying resilient in business: Navigating risk management

Discover the role risk management plays in preparing your business in the face of adversity.

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5 business tips for a successful summer season

We’ve gathered five essential small business tips to help you thrive during the summer busy season.

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Life and living: Sun’s out, fun’s out: 5 ways to celebrate your team

Take time this summer to celebrate your staff with these five engaging activities.

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Mind flex: Patriotic pop quiz

Test your knowledge of the red, white and blue with these 9 questions.

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From success to succession planning

A guide for securing the future of your small business

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What you need to know about capitalization and depreciation of business assets

To contribute to the overall financial health of your business, you need to understand asset management and the concepts of capitalizing and depreciat...

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Contact Us

Santa Rosa

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

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