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WHO WE SERVE
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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.
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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: Fall is here...and so is opportunity
Fall is here and so are the opportunities to expand your horizons.Read more about From the firm: Fall is here...and so is opportunity> ➞
FAQs: Multichannel marketing for small businesses
Here’s a primer on a marketing strategy you may have been nervous about trying (spoiler: don’t be).Read more about FAQs: Multichannel marketing for small businesses> ➞
Boost your business with social media
Use these tips to step up your business’s social media game.Read more about Boost your business with social media> ➞
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