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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.

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Holiday spending check-In: Budget tips to finish the year strong

Thanksgiving may be behind us, but the holiday season is still in full swing—and for many, that means increased spending on gifts, travel, and celebra...

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From the firm: Embracing year-end opportunities

Explore tips on financial readiness, team resilience and festive traditions to close out the year.

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Year-end financial checklist: 20 must-do's you can’t afford to forget

End the year with a financial win. Save money, reduce taxes and set yourself up for success in 2025 with this end-of-year checklist.

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A guide for the unpredictable job market

Discover actionable steps to streamline your recruitment process and build a more resilient workforce.

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12 tips to finish the year strong

Use these tips to help you tidy loose ends, boost your business and set yourself up for success in 2025.

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Tax-loss harvesting: What it is and how it works

Learn how tax-loss harvesting can help your small business minimize tax liability.

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Life and living: Deck the halls with new traditions: Fun ways to celebrate at home and work

From festive family activities to fun workplace celebrations, we share several ideas to make the holidays extra special.

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Everything you need to know about 1099s

If your business uses contractors or freelancers, you need to ensure they receive the correct tax forms. Our guide breaks down everything you need to...

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