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What we do
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WHO WE SERVE
Life's better when people understand your needs
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.
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.
In the Loop
Your magazine of
From the firm: Tax season is here…a reminder to plan ahead
As our firm works on tax returns, we encourage you to plan ahead for ways to make the post-tax season period even better for you and your family.Read more about From the firm: Tax season is here…a reminder to plan ahead> ➞
Mastering your metrics: Why KPIs matter
Key performance indicators lead to a better overall understanding of business operations. Learn why KPIs matter to your success.Read more about Mastering your metrics: Why KPIs matter> ➞
People first: Tips for retaining top talent
To help retain your top performers, consider incorporating these philosophies and employee-retention tactics.Read more about People first: Tips for retaining top talent> ➞
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