Our Experience

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

Individual CPAs

Tax Preparers

Accounting Firms and Individuals

Agents Enrolled to Practice before the IRS

When you partner with us, we will:

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Develop

Develop and implement the comprehensive financial management, risk management and insurance strategies needed for you and your firm.

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Determine

Determine approaches to control financial volatility.

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Provide

Provide ongoing education and thought leadership.

How We Can Help

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Treasury Management

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 firm. We help you reduce your risk and protect your accounts and all with competitive pricing.

LEARN MORE about Treasury Management.
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Commercial Financing

As a leader in your firm, expanding your company is on your mind. As you think about ways to acquire new equipment or purchase a larger building, we are able to help you through our flexible financing options.

LEARN MORE about Commercial financing.
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Employee Benefits

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 firm’s strategic goals.

LEARN MORE about Employee Benefits.
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Commercial Insurance

In the current environment of rising litigation costs, your firm needs a proven risk management partner to help keep you abreast of changing regulations and how they may impact your firm in order to develop and maintain a comprehensive insurance program.

LEARN MORE about commercial insurance.

Related Resources

Kathy Ciszewski
Kathy Ciszewski, SVP Private Banking, Racine, WI

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 company while minimizing risk.

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