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
Maximizing your tax refund: A strategic guide to tax planning
Download the eBook about Maximizing your tax refund: A strategic guide to tax planningIn the Loop
Your magazine of
personal finance
From the firm: Making tax season work for you
This time of year is about more than just filing returns–it’s an opportunity to build a stronger foundation for your business. Learn how we're prioritizing your business in 20...
Read more about From the firm: Making tax season work for you> ➞Protect your business: Your essential cybersecurity checklist
Cyber threats are on the rise for small businesses! Take action now to protect your business, data and reputation. Use this essential cybersecurity checklist to get started...
Read more about Protect your business: Your essential cybersecurity checklist> ➞Sales tax in 2025: What small business owners need to know
Learn about the latest sales tax law changes impacting businesses in 2025.
Read more about Sales tax in 2025: What small business owners need to know> ➞QuickReads
Let's talk business
WHO WE WORK WITH
