You’re focused on delivering accurate financial and tax information to your clients, and you expect the same from your financial partner. We agree.FIND AN ADVISOR Find an advisor to learn more.
Faced with increasing regulations and government scrutiny, your clients rely on your expertise to navigate the ever-changing tax and audit landscape.
With more than 20 years of researching and developing comprehensive solutions for accounting firms and CPAs, our team will work with you to create proven financial and risk management strategies that align with your long-term goals.
Who We Serve
Accounting Firms and Individuals
Agents Enrolled to Practice before the IRS
When you partner with us, we will:
Develop and implement the comprehensive financial management, risk management and insurance strategies needed for you and your firm.
Determine approaches to control financial volatility.
Provide ongoing education and thought leadership.
How We Can Help
Together we'll help State Bar Members with exclusive solutions. No matter what financial needs you, your firm or your client's have, our team is there for you. From simple to complex, we will work closely with you to provide solid financial advice and innovative solutions.
We offer personalized service and solutions with a consultative approach to help you improve your company’s funds availability, cash forecasting and audit control by placing money where it can be used best for your business. Reduce your risk and protect your accounts, all with competitive pricing.LEARN MORE about Cash Management.
As a business owner, you may aspire to expand your company or acquire new equipment. Make your dreams a reality with our flexible financing options for businesses.Learn More about business financing options.
With the current war for talent, your employee benefits plan is a critical component of attracting and retaining high-performing employees. We work closely with you to put together a long-term plan for your employee benefits program that aligns with your company’s strategic goals.LEARN MORE about Employee Benefits.
In the current environment of rising litigation costs, your business needs a proven risk management partner to keep you informed of changing regulations. We can help you understand how these changing regulations may impact your business in order to develop and maintain a comprehensive business insurance program.Learn More about business insurance options.
The War for Talent
With low unemployment, businesses are in a battle for talent. It is a candidate's market. In addition to low unemployment, many employers are facing large numbers of baby boomers reaching retirement age. Our organization is no exception. Are you prepared?READ MORE Click here to read more about how businesses are in battle for talent.
Dealing with disruption takes muscle
Savvy, competitive business owners know disruption is a constant. No matter the industry, it's not a question of whether you must deal with disruptive forces — it's when.READ MORE Click here to read more about dealing with disruption in business.
Your Trusted Advisor
Our team is dedicated to your industry and ready to deliver efficient, economical and effective solutions. Using our knowledge and industry expertise, we will help you grow and manage your business while minimizing risk.FIND AN ADVISOR