Our team is passionate about the success of our clients
What we do
Let us take the stress out of running your business
WHO WE SERVE
Life's better when people understand your needs
Service/Labor Based-businesses
Get back to the business you love...let us handle the accounting.
Medical and Other Professionals
We provide practical, strategic insight into the numbers to keep you financially strong.
Individuals
Allow us to serve you with expert accounting support and strategic guidance.
Recommended reading & our podcast
Breaking the Tax Code:
America's Leading Tax Professionals Reveal Proven Strategies to Legally Minimize Your Taxes and Keep More of What You Earn. Learn more during your next consultation.
The Right Team, The Right Plan: A Winning Apporach to Growing Your Business and Your Wealth
The Right Team, The Right Plan: A Winning Approach to Growing Your Business and Your Wealth provides business owners a valuable game plan to create a better future for their businesses, themselves, and their families. Gary Heldt and a team of professionals share secrets and strategies any business owner can use to build a better financial foundation for their business and their life.
The Grow Your Business and Grow Your Wealth Podcast
The Grow Your Business and Grow Your Wealth Podcast with Gary Heldt is the go-to place to help plan for your future. Whether you’re a business owner looking to maximize your tax profit, a parent planning for college, or an individual looking to improve your life, Gary is the expert for you.
ebook
Cybersecurity on a shoestring budget
Download the eBook about Cybersecurity on a shoestring budgetAdvantage
Your personal
finance edge
From the firm: How important is cybersecurity, really?
Don't miss our newest magazine issue, full of information to help you secure your small business (for less $) in 2025 and beyond.
Read more about From the firm: How important is cybersecurity, really?> ➞Small business, big risk: The true cost of poor cybersecurity
What's more expensive: cybersecurity or a breach? With attacks costing millions in fines, lawsuits, and lost business, the math is clear. Learn the hidden costs of poor securi...
Read more about Small business, big risk: The true cost of poor cybersecurity> ➞Breaking down the jargon: Your cybersecurity dictionary
Don't let cybercriminals exploit what you don't understand. This guide decodes security jargon—from spear phishing to zero-day exploits. Know the threats, spot the red flags,...
Read more about Breaking down the jargon: Your cybersecurity dictionary> ➞QuickReads
Let's talk business
WHO WE WORK WITH
