Team Building

  • Do you have the right team members but have them in the wrong positions? 
  • What is your mission, vision and values?  We can help you define them.

  • Yes, everyone really does need a job description and an annual review. 

  • Transparency, especially financial is critical in getting people to work as team and towards a common goal.


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    Featured Articles

    Minimizing Tax on
    Mutual Fund Activities

    Learn how a basic knowledge of mutual fund taxation and careful record-keeping can help you cut the tax bite on your mut...

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    Tax Implications
    of Crowdfunding

    Crowdfunding websites such as Kickstarter and GoFundMe have become increasingly popular for both individual fundraising ...

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    Tax Breaks for Hiring
    New Employees

    If you're thinking about hiring new employees this year, you won't want to miss out on these tax breaks....

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    Financial Operations and Cash Flow Assessment ONLY $97 - A $997 VALUE!


    One day on-site visit to help improve cash flow.