Curated Financial Resources
Stay informed and empowered with our curated selection of tools, guides, and updates.
Business Valuation Calculator
Estimate your business’s value based on projected cash flow and growth.
Buy vs Lease Calculator (Business)
Compare the long-term costs of buying vs leasing business equipment.
CD Ladder Calculator
Plan a certificate of deposit ladder strategy for staggered maturity and better liquidity.
Capital Needs Calculator
Calculate how much capital your business needs to operate effectively.
Cash Flow Calculator
Analyze your business’s income and expenses to manage liquidity effectively.
Certificate of Deposit (CD) Calculator
Estimate returns on a single certificate of deposit based on interest and term.
Check IRS Refund Status
Track your federal refund using the IRS’s secure refund status tool.
Check Ohio Refund Status
Quickly check the status of your Ohio state income tax refund.
Checkbook Balancer Calculator
Help reconcile your checkbook register against your bank statement.
You need more than an expert.
You need a partner.
Taxes
By keeping current on new tax laws and legislation, we specialize in identifying tax planning opportunities that minimize your current and future tax liabilities.
Accounting
From financial statements to cash flow analysis, we provide well-organized financial records that keep your business operations running efficiently.
Payroll
Pay your employees accurately and on time while you focus on growth — we’ll handle the rest, from payroll processing to tax compliance.
Consulting
We help business owners with valuations and exit planning, and individuals with business acquisition, tax strategy, retirement income and withdrawal strategy.
You need more than an expert. You need a partner.
Connect with our team to start your path to a brighter financial future