Small Business

Small Business Hero

Maybe it started as a dream, a plan scribbled on the back of a napkin, or a conversation over lunch. However it began, you had the desire and drive to build your own business. Establishing, growing and sustaining it is not only your passion; it’s your priority. As your business grows, you'll face difficult challenges — finding ways to control costs and improve efficiencies; maintaining healthy cash flow; understanding changing tax laws — not to mention your personal financial planning. That dream on the back of a napkin just got a little more complex. But, it doesn’t have to be complicated.

Our Small Business Team provides services and solutions uniquely structured for your business. And, we do it through a simple process, allowing you to focus on what matters most. From advisory support, payroll processing and succession planning to serving as your virtual back office, our Small Business Specialists will help you navigate the winding roads of owning a business. While our specialists work specifically with small businesses, you’ll also find that we have the ability to help you grow, bringing the larger firm to you, right when you need it.

Suite of Services

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Rebecca Postma - Headshot

Rebecca Postma


Ways We've Helped 

Download our Small Business Overview for a list of services as well as examples of how we've helped our clients and can help you.