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Client Resources

Client Resources

We know your time is valuable, so we've collected some resources to provide you with links and tools to helpful information. From this page, you can access our Refund Tracker to check refund status, our easy-to-use calculators, or links to other online resources. Select one of the following:


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 Our Specialties

  • Churches

    Our professionals thoroughly understand fund accounting and a church’s need for detailed and timely financial statements. Our accounting experts provide you with...

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  • Optometrists

    We know that many optometry providers actually run two businesses: the clinical practice and a retail optics boutique. Specializing in the optometry industry, we also understand the complex and time-consuming nature of your accounting processes...

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  • Service-based Businesses

    Service-based businesses require specialized accounting, tax, payroll and other financial services—and our firm delivers. Our skilled team of financial experts have years of experience helping...

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Certified QuickBooks Expertise

We provide added value to our clients by offering QuickBooks expertise. Our QuickBooks ProAdvisor certifications ensure that we can effectively guide you on system setup, navigation and features…as well as ensure that you maximize the power of the system to keep your books in order.

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