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Is an ESOP Right For You?

Utilizing an ESOP as an ownership transition vehicle.

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Recent Blog Posts

Give Thanks to Those Who Helped Your Business Endure 2020

This Thanksgiving, reach out to people in your business community to let them know how much you appreciate their continued support. There was no "business as usual" in 2020. From government-mandated s... Read more

Selling in the Time of COVID-19

Ready to increase your sales numbers? In a recent podcast, Steve Schultz shares his tactics for selling bookkeeping and controller services during COVID. How does a company achieve sales success in a ... Read more

Business Planning for the New Year? Start with Bookkeeping.

If you made any unplanned changes in your business this year, you'll want to get an early start on year-end bookkeeping as you plan for 2021. Let's face it: 2020 hasn't gone the way any of us expected... Read more