Small Business

FulfillingYour Vision

You’ve grown your business into its current state. You made it through setbacks. Added people to your team. Gained resources. You’re using this earned experience to make more and more progress. And you’re responsible for moving the company forward. Setting the vision. For operations. Products. Services. Financial performance. Efficiency. When you need an unbiased opinion, who do you turn to?

Look to experts. Like us. We’ll help you step back and examine the big picture. Set, evaluate, and adjust goals. Identify the strategic direction of your organization and how you’re going to get there. We’re ready with advice. Financial analysis. Industry insights. Tax strategies. To help you move the needle. And exceed the goals you’ve set for yourself. We’re with you. Let’s grow.

Let's talk Rebecca Postma


  • Business Structuring
  • SBA Financing Assistance
  • Cash Flow & Tax Projections
  • Tax Compliance
  • Tax Credit Identification
  • IRS Representation
  • Sales & Use Tax – Reviews & Analysis
  • Multistate Tax Planning & Registrations
  • Tax Minimization Strategies, Planning & Analysis

Everything You Need To Know About The QBI Deduction

There’s a 20% deduction for individuals, trusts, and estates that earn qualified business income (QBI) from a partnership, S corporation, or sole proprietorship. It’s known as the QBI deduction. If you qualify for this deduction, you should claim it.

Download our whitepaper to learn everything you need to know about the QBI deduction!

News & InsightsFor Your Industry

Sage IntacctFor Small Business

Two colleagues on a business meeting in a board room

5 Questions To Ask Your Controller

Today’s CFO needs to work closely with the controller to ensure the financial team operates at the highest levels of efficiency and accuracy. This whitepaper has the 5 questions you should ask to start discussing financial best practices.

Young businesswoman delivering a presentation to her colleagues in the boardroom of a modern office

Findings From The 2021 Close The Books Survey

Download this report and use its key findings to improve your close time! Compare your business practices to those of leading-edge organizations and learn a few tips and tricks that can help transform and accelerate your close.

Coffee shop owner joining demo of Sage Intacct software

Take A Coffee Break With Sage Intacct

Fill your coffee cup and sit back for a 30-minute interactive demo! During this coffee break, you’ll learn how Sage Intacct helps you drive improved business performance with powerful, easy-to-use budgeting, planning, and real-time insights.

Close up of a laptop screen with charts and data in Sage Intacct software

Sage Intacct Beats The ERP Software Competition

Are you considering NetSuite? QuickBooks? Microsoft Dynamics 365 or GP? The latest G2 Grid Report for Mid-Market ERP Systems reveals why Sage Intacct is the better choice. This is the report you need to read when comparing accounting systems.