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Pay Bill Get In Touch
  • What We Do
  • Who We Are
  • Resources
    • Resources Library
    • Advantage Magazine
    • QuickReads
    • eBooks
    • Forms, Documents & Links
    • Refund Tracker
    • Careers
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From the firm: Looking ahead

We encourage you to touch base with our firm before year end to ensure you're on track financially—particularly if you've been impacted by COVID-19 th...

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Cash is king!

Learn why proper cash flow management is the key to the financial success of your business.

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Top business planning tips

Chart your course for year-end success in 2021 and beyond with these business planning tips.

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Hosting a safe holiday gathering

Wondering if it's safe to host a holiday office party or get together? Here's the latest advice.

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Online lead generation strategies

If you're looking for effective strategies to attract prospects online, start by implementing the advice we've shared here.

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Life and living: Get fit for the festive season

Give yourself a great gift for the holidays: an easy-to-stick-to workout you can do in the comfort of your own home.

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Mind flex: Smart cookie trivia

Sweeten up your knowledge of the holiday season's most popular treat with this cookie trivia challenge.

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Overcoming a cash flow shortfall

Seven sound suggestions to help you get back on a positive cash flow track.

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The pros of cash flow forecasting

Consider a few top pros of cash flow forecasting for your business.

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From the firm: The perfect time for planning

Given the impact of COVID-19 on the economy and our lives, being as prepared as possible for the future is more important than ever. This issue offers...

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Saving for college? Get the 411 on 529s

The last quarter of the year (and back-to-school season) is the perfect time to start thinking about saving for college.

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Improving the contactless customer experience

As concerns around public health and safety continue to rise, so does the popularity of contactless service. Take some time to enhance yours.

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Make-ahead, money-saving meals

We’ve rounded up make-in-advance recipes to help you face the fall frenzy more healthfully…while keeping you on budget.

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End-of-year business planning

Planning in Q4 is critical to assess the impact of the current economic crisis on your business, reduce your tax obligations and plan ahead to make th...

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Life and living: Proactive fall yard prep

Use these tips to get your lawn and outdoor space in tip-top shape to reduce your work when spring rolls back around.

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Contact Us

Traverse City Office

731 S. Garfield Avenue
Traverse City, MI 49686

p:  (231) 946-8930

f:  (231) 946-1377

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