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WHO WE SERVE
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We provide practical, strategic insight into the numbers to keep you financially strong.
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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.
In the Loop
Your magazine of
From the firm: It's the home stretch
Learn how to measure and value your business performance and enjoy the fall season.Read more about From the firm: It's the home stretch> ➞
Business valuations: When and how to get one
Whether you’re working on your exit strategy or looking for a loan to expand your business, we dive into the importance of a business valuation and the steps to take to obtain...Read more about Business valuations: When and how to get one> ➞
9 KPIs to measure year-over-year performance
Figuring out the right metrics to track for your business can be overwhelming. We’ve curated nine KPIs to help you track year-over-year performance.Read more about 9 KPIs to measure year-over-year performance> ➞
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