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  • Who We Are
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    • Julie Thomas
    • Mark Heatwole
    • Shila Miller
    • Liza Rodriguez
    • Rachel Romero
    • Melissa King
    • Lexie Rumble
    • Carson Flory
    • Sarah Jenkins
  • What We Do
  • Resources
    • Resource Library
    • In The Loop Magazine
    • QuickReads
    • eBooks
    • Blog
    • Forms, Documents & Links
    • Refund Tracker
    • Go Mobile
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  • New Clients
Get In Touch

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Applying SWOT analysis to your midyear assessment

For small business owners, the midyear business assessment is a pivotal opportunity to reassess, recalibrate, and set the stage for success in the sec...

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Preventing payroll pain: Your guide to 2025 compliance

Stay informed about 2025 updates and leverage the right technology, so you can ensure your payroll processes remain accurate, compliant, and efficient...

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10 ways to celebrate Small Business Week

Small Business Week is nationally recognized from April 30 to May 6, 2025. Here are some tips to celebrate your hard work, creativity, and the contrib...

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Can’t file your tax return or pay your tax bill? Here’s what to do

Can’t file your tax return or pay your tax bill? Here’s what to do.

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How to win top talent for your small business with creative, cost-effective benefits

Attracting and retaining top talent isn't just about offering competitive salaries in today’s labor market. Many stellar job candidates are looking fo...

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How to give your small business a big productivity advantage with AI

Artificial intelligence tools are advancing quickly, which is great news for small businesses. Learn how to use AI for productivity and efficiency gai...

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Understanding small business tax credits: Are you leaving money on the table?

One way to help reduce tax obligations for your small business is to fully utilize available tax credits. If you are not aware of which tax credits yo...

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How to get your small business ready for tax season

We want you to be confident that your small business taxes are filed efficiently and accurately. The following tips will help you be strategic in plan...

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Make 2025 your year to master budgeting and cash flow

Want to master your money in 2025? Learn how a solid budget can transform your business dreams into reality.

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Your winter survival guide: Vitamin D edition

Discover delicious ways to maintain healthy vitamin D levels when sunshine is in short supply during the darker winter months.

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A freelancer’s survival guide

Are you considering becoming a freelancer? We have seven key tips for the success—and sustainability—of your freelancing career!

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Embracing the season: How to combat the fall and winter blues

Feeling less motivated as the days get shorter? Discover how to combat the fall/winter blues and boost your energy with these simple tips.

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5 simple steps to keep your small business cybersecure

Is your business prepared for cyberattacks? Here are five steps to boost your security during Cybersecurity Awareness Month!

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The ultimate tailgating playbook

Ready to score big this football season? Check out our ultimate tailgating playbook to up your pregame festivities!

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7 strategies for surviving cash flow challenges

Struggling with cash flow? Here are 7 essential strategies to help keep your business afloat!

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1788 Mitchell Road,, Suite 102, Ceres, CA 95307

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