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SERVICES

Tree Lined Path

SIMPLIFY

  • QuickBooks setup/cleanup

  • App Integration

  • Workflow Design

  • Digital Bookkeeping

  • Payroll

  • Sales Tax

  • 1099 Filing

Phoropter

CLARIFY

  • Accurate and meaningful financials

  • CPA and income tax preparer collaboration

  • Cash Flow Forecasting

  • Training

Business Growth

GROW

  • Business Growth Strategy Services 

  • Advisory and Accountability Meetings

  • Benchmarking

  • Analytics​​ & KPI's

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